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 Chino Hills Statistics 2018
Feb:572
Mar:700
Apr:524
May:891
June:999
July:502
Aug:596
Sept:862
Oct:770
Nov:305
Dec:787
Wealth Management Chino Hills Statistics 2017
Feb:765
Mar:65
Apr:286
May:834
June:115
July:48
Aug:808
Sept:966
Oct:700
Nov:26
Dec:577
Wealth Management Chino Hills Statistics 2016
Feb:353
Mar:586
Apr:374
May:353
June:456
July:479
Aug:191
Sept:27
Oct:179
Nov:716
Dec:919
Wealth Management Chino Hills Statistics 2015
Feb:218
Mar:515
Apr:38
May:988
June:820
July:826
Aug:219
Sept:585
Oct:892
Nov:506
Dec:418
Wealth Management Chino Hills Statistics 2014
Feb:554
Mar:226
Apr:973
May:254
June:252
July:549
Aug:321
Sept:606
Oct:134
Nov:696
Dec:959
Wealth Management Chino Hills Statistics 2013
Feb:174
Mar:150
Apr:618
May:353
June:867
July:536
Aug:531
Sept:84
Oct:50
Nov:570
Dec:72
Wealth Management Chino Hills Statistics 2012
Feb:395
Mar:292
Apr:455
May:287
June:798
July:874
Aug:294
Sept:352
Oct:99
Nov:266
Dec:606
Wealth Management Chino Hills Statistics 2011
Feb:815
Mar:928
Apr:958
May:950
June:623
July:917
Aug:540
Sept:798
Oct:67
Nov:157
Dec:150
Wealth Management Chino Hills Statistics 2010
Feb:694
Mar:682
Apr:17
May:745
June:251
July:90
Aug:616
Sept:647
Oct:382
Nov:71
Dec:934
Wealth Management Chino Hills Statistics 2009
Feb:945
Mar:227
Apr:532
May:44
June:494
July:138
Aug:397
Sept:309
Oct:65
Nov:355
Dec:258
Wealth Management Chino Hills Statistics 2008
Feb:271
Mar:798
Apr:486
May:338
June:956
July:637
Aug:272
Sept:649
Oct:318
Nov:290
Dec:394