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 Claremont Statistics 2018
Feb:805
Mar:731
Apr:465
May:349
June:690
July:219
Aug:986
Sept:807
Oct:870
Nov:799
Dec:549
Wealth Management Claremont Statistics 2017
Feb:982
Mar:540
Apr:759
May:316
June:525
July:851
Aug:826
Sept:161
Oct:719
Nov:399
Dec:94
Wealth Management Claremont Statistics 2016
Feb:401
Mar:569
Apr:181
May:51
June:242
July:302
Aug:683
Sept:46
Oct:32
Nov:148
Dec:396
Wealth Management Claremont Statistics 2015
Feb:367
Mar:381
Apr:530
May:236
June:180
July:78
Aug:238
Sept:161
Oct:619
Nov:997
Dec:478
Wealth Management Claremont Statistics 2014
Feb:848
Mar:303
Apr:304
May:567
June:703
July:398
Aug:359
Sept:103
Oct:968
Nov:540
Dec:155
Wealth Management Claremont Statistics 2013
Feb:842
Mar:838
Apr:256
May:875
June:987
July:652
Aug:598
Sept:353
Oct:33
Nov:127
Dec:590
Wealth Management Claremont Statistics 2012
Feb:206
Mar:828
Apr:375
May:825
June:825
July:853
Aug:968
Sept:673
Oct:156
Nov:271
Dec:240
Wealth Management Claremont Statistics 2011
Feb:670
Mar:599
Apr:963
May:637
June:139
July:117
Aug:847
Sept:981
Oct:955
Nov:102
Dec:856
Wealth Management Claremont Statistics 2010
Feb:754
Mar:453
Apr:295
May:787
June:580
July:886
Aug:0
Sept:786
Oct:714
Nov:375
Dec:610
Wealth Management Claremont Statistics 2009
Feb:227
Mar:578
Apr:211
May:384
June:849
July:452
Aug:242
Sept:519
Oct:50
Nov:204
Dec:156
Wealth Management Claremont Statistics 2008
Feb:321
Mar:2
Apr:170
May:276
June:105
July:26
Aug:217
Sept:860
Oct:479
Nov:512
Dec:647