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 Fullerton Statistics 2018
Feb:398
Mar:752
Apr:918
May:863
June:314
July:280
Aug:358
Sept:481
Oct:706
Nov:14
Dec:600
Wealth Management Fullerton Statistics 2017
Feb:446
Mar:88
Apr:662
May:801
June:346
July:91
Aug:51
Sept:279
Oct:623
Nov:112
Dec:92
Wealth Management Fullerton Statistics 2016
Feb:974
Mar:93
Apr:898
May:707
June:735
July:201
Aug:753
Sept:133
Oct:953
Nov:671
Dec:996
Wealth Management Fullerton Statistics 2015
Feb:952
Mar:354
Apr:749
May:657
June:368
July:348
Aug:985
Sept:815
Oct:436
Nov:646
Dec:616
Wealth Management Fullerton Statistics 2014
Feb:737
Mar:667
Apr:62
May:360
June:780
July:154
Aug:603
Sept:753
Oct:248
Nov:501
Dec:460
Wealth Management Fullerton Statistics 2013
Feb:703
Mar:213
Apr:116
May:655
June:884
July:111
Aug:923
Sept:835
Oct:465
Nov:671
Dec:492
Wealth Management Fullerton Statistics 2012
Feb:18
Mar:477
Apr:649
May:455
June:122
July:265
Aug:237
Sept:860
Oct:932
Nov:300
Dec:219
Wealth Management Fullerton Statistics 2011
Feb:455
Mar:823
Apr:464
May:703
June:324
July:924
Aug:686
Sept:26
Oct:137
Nov:803
Dec:682
Wealth Management Fullerton Statistics 2010
Feb:915
Mar:604
Apr:856
May:380
June:274
July:348
Aug:214
Sept:292
Oct:825
Nov:863
Dec:747
Wealth Management Fullerton Statistics 2009
Feb:127
Mar:985
Apr:807
May:59
June:285
July:26
Aug:771
Sept:740
Oct:850
Nov:234
Dec:443
Wealth Management Fullerton Statistics 2008
Feb:158
Mar:129
Apr:199
May:295
June:932
July:881
Aug:316
Sept:846
Oct:484
Nov:172
Dec:225