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 Bell Gardens Statistics 2018
Feb:207
Mar:276
Apr:328
May:347
June:183
July:167
Aug:13
Sept:756
Oct:663
Nov:81
Dec:695
Wealth Management Bell Gardens Statistics 2017
Feb:660
Mar:919
Apr:677
May:482
June:262
July:446
Aug:278
Sept:758
Oct:174
Nov:406
Dec:246
Wealth Management Bell Gardens Statistics 2016
Feb:704
Mar:678
Apr:758
May:44
June:530
July:614
Aug:815
Sept:737
Oct:890
Nov:143
Dec:84
Wealth Management Bell Gardens Statistics 2015
Feb:310
Mar:97
Apr:829
May:973
June:178
July:524
Aug:677
Sept:838
Oct:442
Nov:353
Dec:320
Wealth Management Bell Gardens Statistics 2014
Feb:799
Mar:599
Apr:463
May:974
June:4
July:710
Aug:148
Sept:709
Oct:387
Nov:906
Dec:754
Wealth Management Bell Gardens Statistics 2013
Feb:519
Mar:568
Apr:655
May:409
June:711
July:739
Aug:482
Sept:21
Oct:836
Nov:311
Dec:995
Wealth Management Bell Gardens Statistics 2012
Feb:835
Mar:671
Apr:853
May:276
June:24
July:172
Aug:981
Sept:824
Oct:771
Nov:443
Dec:797
Wealth Management Bell Gardens Statistics 2011
Feb:152
Mar:946
Apr:485
May:540
June:852
July:238
Aug:458
Sept:370
Oct:806
Nov:112
Dec:780
Wealth Management Bell Gardens Statistics 2010
Feb:851
Mar:261
Apr:538
May:687
June:572
July:532
Aug:701
Sept:407
Oct:203
Nov:553
Dec:683
Wealth Management Bell Gardens Statistics 2009
Feb:726
Mar:664
Apr:51
May:497
June:107
July:849
Aug:273
Sept:260
Oct:794
Nov:758
Dec:800
Wealth Management Bell Gardens Statistics 2008
Feb:997
Mar:257
Apr:15
May:803
June:370
July:795
Aug:319
Sept:220
Oct:56
Nov:858
Dec:908