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 Garden Grove Statistics 2018
Feb:414
Mar:738
Apr:984
May:856
June:364
July:879
Aug:148
Sept:310
Oct:488
Nov:591
Dec:58
Wealth Management Garden Grove Statistics 2017
Feb:763
Mar:349
Apr:201
May:161
June:167
July:657
Aug:970
Sept:464
Oct:920
Nov:26
Dec:527
Wealth Management Garden Grove Statistics 2016
Feb:26
Mar:293
Apr:70
May:470
June:75
July:506
Aug:270
Sept:490
Oct:243
Nov:254
Dec:345
Wealth Management Garden Grove Statistics 2015
Feb:132
Mar:494
Apr:918
May:621
June:84
July:977
Aug:62
Sept:848
Oct:325
Nov:264
Dec:8
Wealth Management Garden Grove Statistics 2014
Feb:921
Mar:979
Apr:958
May:841
June:4
July:484
Aug:401
Sept:31
Oct:778
Nov:472
Dec:501
Wealth Management Garden Grove Statistics 2013
Feb:978
Mar:772
Apr:343
May:221
June:25
July:688
Aug:829
Sept:158
Oct:182
Nov:747
Dec:780
Wealth Management Garden Grove Statistics 2012
Feb:723
Mar:842
Apr:114
May:48
June:105
July:123
Aug:542
Sept:26
Oct:102
Nov:499
Dec:867
Wealth Management Garden Grove Statistics 2011
Feb:984
Mar:268
Apr:138
May:762
June:740
July:639
Aug:614
Sept:718
Oct:410
Nov:957
Dec:940
Wealth Management Garden Grove Statistics 2010
Feb:645
Mar:769
Apr:594
May:827
June:515
July:373
Aug:93
Sept:238
Oct:214
Nov:208
Dec:287
Wealth Management Garden Grove Statistics 2009
Feb:332
Mar:830
Apr:347
May:434
June:329
July:213
Aug:541
Sept:312
Oct:482
Nov:679
Dec:73
Wealth Management Garden Grove Statistics 2008
Feb:317
Mar:688
Apr:941
May:727
June:645
July:880
Aug:162
Sept:290
Oct:648
Nov:757
Dec:117