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 Duarte Statistics 2018
Feb:122
Mar:871
Apr:240
May:235
June:886
July:412
Aug:677
Sept:9
Oct:297
Nov:89
Dec:939
Wealth Management Duarte Statistics 2017
Feb:466
Mar:302
Apr:668
May:123
June:960
July:864
Aug:973
Sept:501
Oct:62
Nov:870
Dec:435
Wealth Management Duarte Statistics 2016
Feb:268
Mar:435
Apr:27
May:184
June:330
July:283
Aug:205
Sept:452
Oct:153
Nov:446
Dec:688
Wealth Management Duarte Statistics 2015
Feb:858
Mar:364
Apr:47
May:155
June:454
July:987
Aug:99
Sept:920
Oct:289
Nov:768
Dec:42
Wealth Management Duarte Statistics 2014
Feb:631
Mar:15
Apr:750
May:694
June:885
July:185
Aug:113
Sept:153
Oct:621
Nov:141
Dec:338
Wealth Management Duarte Statistics 2013
Feb:424
Mar:543
Apr:404
May:577
June:990
July:91
Aug:616
Sept:847
Oct:455
Nov:664
Dec:2
Wealth Management Duarte Statistics 2012
Feb:651
Mar:101
Apr:828
May:940
June:870
July:871
Aug:188
Sept:501
Oct:887
Nov:939
Dec:194
Wealth Management Duarte Statistics 2011
Feb:124
Mar:307
Apr:925
May:745
June:449
July:262
Aug:696
Sept:874
Oct:806
Nov:100
Dec:450
Wealth Management Duarte Statistics 2010
Feb:191
Mar:66
Apr:642
May:646
June:730
July:644
Aug:555
Sept:381
Oct:746
Nov:383
Dec:320
Wealth Management Duarte Statistics 2009
Feb:253
Mar:508
Apr:115
May:139
June:447
July:309
Aug:911
Sept:571
Oct:617
Nov:835
Dec:315
Wealth Management Duarte Statistics 2008
Feb:97
Mar:11
Apr:940
May:903
June:111
July:390
Aug:698
Sept:303
Oct:456
Nov:339
Dec:949