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 Downey Statistics 2018
Feb:110
Mar:945
Apr:905
May:600
June:51
July:107
Aug:452
Sept:872
Oct:689
Nov:220
Dec:523
Wealth Management Downey Statistics 2017
Feb:47
Mar:942
Apr:912
May:821
June:634
July:847
Aug:669
Sept:690
Oct:249
Nov:255
Dec:839
Wealth Management Downey Statistics 2016
Feb:843
Mar:527
Apr:42
May:844
June:403
July:44
Aug:115
Sept:514
Oct:989
Nov:20
Dec:113
Wealth Management Downey Statistics 2015
Feb:127
Mar:566
Apr:912
May:816
June:786
July:434
Aug:682
Sept:834
Oct:376
Nov:594
Dec:654
Wealth Management Downey Statistics 2014
Feb:440
Mar:323
Apr:699
May:689
June:579
July:538
Aug:601
Sept:421
Oct:64
Nov:643
Dec:264
Wealth Management Downey Statistics 2013
Feb:688
Mar:380
Apr:983
May:676
June:400
July:95
Aug:716
Sept:527
Oct:662
Nov:628
Dec:343
Wealth Management Downey Statistics 2012
Feb:62
Mar:24
Apr:281
May:438
June:619
July:936
Aug:447
Sept:58
Oct:258
Nov:146
Dec:748
Wealth Management Downey Statistics 2011
Feb:684
Mar:348
Apr:258
May:749
June:992
July:523
Aug:217
Sept:679
Oct:903
Nov:199
Dec:355
Wealth Management Downey Statistics 2010
Feb:295
Mar:71
Apr:831
May:957
June:699
July:173
Aug:404
Sept:761
Oct:198
Nov:685
Dec:198
Wealth Management Downey Statistics 2009
Feb:620
Mar:646
Apr:875
May:879
June:793
July:623
Aug:716
Sept:476
Oct:972
Nov:975
Dec:225
Wealth Management Downey Statistics 2008
Feb:497
Mar:442
Apr:643
May:400
June:641
July:998
Aug:703
Sept:937
Oct:68
Nov:533
Dec:893