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 Corona Statistics 2018
Feb:838
Mar:773
Apr:634
May:308
June:225
July:787
Aug:465
Sept:79
Oct:566
Nov:693
Dec:476
Wealth Management Corona Statistics 2017
Feb:271
Mar:895
Apr:527
May:594
June:883
July:619
Aug:721
Sept:305
Oct:34
Nov:361
Dec:451
Wealth Management Corona Statistics 2016
Feb:779
Mar:452
Apr:106
May:406
June:383
July:377
Aug:290
Sept:221
Oct:149
Nov:925
Dec:529
Wealth Management Corona Statistics 2015
Feb:712
Mar:995
Apr:455
May:277
June:688
July:931
Aug:593
Sept:959
Oct:825
Nov:120
Dec:552
Wealth Management Corona Statistics 2014
Feb:739
Mar:273
Apr:12
May:773
June:635
July:464
Aug:374
Sept:413
Oct:916
Nov:481
Dec:820
Wealth Management Corona Statistics 2013
Feb:858
Mar:110
Apr:520
May:7
June:35
July:49
Aug:382
Sept:747
Oct:44
Nov:837
Dec:23
Wealth Management Corona Statistics 2012
Feb:768
Mar:617
Apr:690
May:592
June:737
July:242
Aug:299
Sept:475
Oct:515
Nov:312
Dec:248
Wealth Management Corona Statistics 2011
Feb:776
Mar:623
Apr:563
May:692
June:103
July:383
Aug:991
Sept:962
Oct:494
Nov:511
Dec:969
Wealth Management Corona Statistics 2010
Feb:560
Mar:351
Apr:275
May:604
June:188
July:299
Aug:335
Sept:956
Oct:916
Nov:24
Dec:548
Wealth Management Corona Statistics 2009
Feb:267
Mar:847
Apr:127
May:782
June:158
July:375
Aug:932
Sept:934
Oct:999
Nov:495
Dec:625
Wealth Management Corona Statistics 2008
Feb:879
Mar:616
Apr:62
May:372
June:126
July:31
Aug:902
Sept:686
Oct:382
Nov:177
Dec:290