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 Baldwin Park Statistics 2018
Feb:263
Mar:894
Apr:34
May:419
June:696
July:927
Aug:939
Sept:335
Oct:119
Nov:322
Dec:213
Wealth Management Baldwin Park Statistics 2017
Feb:623
Mar:649
Apr:523
May:995
June:342
July:170
Aug:200
Sept:896
Oct:34
Nov:669
Dec:183
Wealth Management Baldwin Park Statistics 2016
Feb:41
Mar:687
Apr:668
May:858
June:327
July:328
Aug:91
Sept:591
Oct:222
Nov:125
Dec:9
Wealth Management Baldwin Park Statistics 2015
Feb:51
Mar:949
Apr:253
May:171
June:270
July:466
Aug:601
Sept:894
Oct:115
Nov:124
Dec:888
Wealth Management Baldwin Park Statistics 2014
Feb:295
Mar:87
Apr:353
May:330
June:757
July:536
Aug:366
Sept:798
Oct:222
Nov:33
Dec:656
Wealth Management Baldwin Park Statistics 2013
Feb:361
Mar:747
Apr:140
May:583
June:873
July:150
Aug:501
Sept:924
Oct:99
Nov:754
Dec:95
Wealth Management Baldwin Park Statistics 2012
Feb:220
Mar:696
Apr:262
May:336
June:821
July:150
Aug:794
Sept:115
Oct:238
Nov:146
Dec:445
Wealth Management Baldwin Park Statistics 2011
Feb:682
Mar:811
Apr:793
May:905
June:845
July:448
Aug:454
Sept:206
Oct:195
Nov:595
Dec:790
Wealth Management Baldwin Park Statistics 2010
Feb:745
Mar:290
Apr:992
May:844
June:44
July:86
Aug:213
Sept:265
Oct:783
Nov:476
Dec:601
Wealth Management Baldwin Park Statistics 2009
Feb:627
Mar:394
Apr:719
May:865
June:541
July:163
Aug:859
Sept:222
Oct:975
Nov:651
Dec:126
Wealth Management Baldwin Park Statistics 2008
Feb:99
Mar:581
Apr:25
May:294
June:175
July:815
Aug:361
Sept:920
Oct:104
Nov:352
Dec:764