Financial Advice for
Every Stage of Your Life
At Crossroads Planning, our goal is to help you build a comprehensive financial strategy that gives you the flexibility to enjoy life now while preparing for the future.
A Fresh Approach
to Financial Planning
Here’s an idea of what you can expect when working with us:

Save Time
Mastering personal finance requires years of research and learning.
Our collaborative approach helps eliminate the learning curve and allow you more time to do the things you love.

Your Goals, Not Ours
We're driven by your success, not product sales or commission.
In fact, as Fiduciary Advisors, we have a legal responsibility to place your interest before our own.

Clarity
Financial clarity cannot exist without knowing where you want to go.
That’s why we’ve built a process that helps you define your personal version of success and what it takes to get there.

Accountability
Staying committed to acheiving your financial goals can be tough.
Our team is here to keep you on track and celebrate all of your victories along the way -- no matter how big or small.
SERVICES
Comprehensive Financial Planning
This is the state of your cash flow, how you manage debt (and how to get rid of it), your net worth and what’s available for emergencies — as well as long-term planning for your goals.


Services
Tax Preparation
Because virtually every financial decision has tax implications, effective financial planning demands attention toward tax planning. That’s why for us, “Tax season” doesn’t end on April 15th — it is year round.
From annual tax return preparation to strategic planning, our team of professionals provide an integrated solution.
Services
Wealth Management
Our wealth management process begins with us working to understand your personal situation, financial goals, and risk tolerance. The result is a customized investment portfolio and wealth management solution tailored to your specific needs.

Meet the People Behind the Planning

Tony T. Chan, CFP®, EA
Registered Investment Advisor & Tax Specialist

Garrett G. Jones, CFP®, EA
Financial Planner & Tax Specialist

Brandon Pope, EA
Tax Specialist
We're Proud of the Company we Keep
There’s an old adage that says you’re only as good as the company you keep. Here at Crossroads Planning, we’re firm believers in this sentiment, which is why we’re proud to rub shoulders with a variety of partners who are committed to the success of financial planning industry.









Ready to Get Started?
Whether you have a specific question or are just curious about how we might be able to help you, please fill out the form below and we will contact you soon.
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What We Believe:
Wealth Management Azusa Statistics 2018
Feb:359
Mar:892
Apr:336
May:292
June:582
July:808
Aug:442
Sept:181
Oct:977
Nov:300
Dec:135
Wealth Management Azusa Statistics 2017
Feb:414
Mar:293
Apr:119
May:153
June:760
July:558
Aug:706
Sept:77
Oct:754
Nov:492
Dec:259
Wealth Management Azusa Statistics 2016
Feb:540
Mar:831
Apr:145
May:734
June:831
July:209
Aug:236
Sept:190
Oct:100
Nov:573
Dec:482
Wealth Management Azusa Statistics 2015
Feb:380
Mar:925
Apr:863
May:356
June:224
July:999
Aug:294
Sept:639
Oct:291
Nov:413
Dec:793
Wealth Management Azusa Statistics 2014
Feb:971
Mar:498
Apr:128
May:725
June:991
July:387
Aug:46
Sept:530
Oct:218
Nov:192
Dec:263
Wealth Management Azusa Statistics 2013
Feb:401
Mar:500
Apr:239
May:501
June:72
July:721
Aug:183
Sept:453
Oct:646
Nov:46
Dec:810
Wealth Management Azusa Statistics 2012
Feb:44
Mar:103
Apr:509
May:336
June:516
July:301
Aug:387
Sept:487
Oct:799
Nov:515
Dec:211
Wealth Management Azusa Statistics 2011
Feb:903
Mar:258
Apr:319
May:120
June:450
July:583
Aug:169
Sept:852
Oct:82
Nov:408
Dec:352
Wealth Management Azusa Statistics 2010
Feb:129
Mar:536
Apr:609
May:775
June:582
July:418
Aug:645
Sept:626
Oct:521
Nov:153
Dec:962
Wealth Management Azusa Statistics 2009
Feb:454
Mar:349
Apr:524
May:253
June:865
July:735
Aug:42
Sept:767
Oct:994
Nov:361
Dec:888
Wealth Management Azusa Statistics 2008
Feb:944
Mar:57
Apr:295
May:26
June:465
July:648
Aug:182
Sept:595
Oct:183
Nov:791
Dec:369