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 Huntington Beach Statistics 2018
Feb:272
Mar:589
Apr:825
May:347
June:603
July:341
Aug:374
Sept:19
Oct:735
Nov:299
Dec:576
Wealth Management Huntington Beach Statistics 2017
Feb:791
Mar:149
Apr:53
May:140
June:888
July:511
Aug:33
Sept:766
Oct:595
Nov:114
Dec:116
Wealth Management Huntington Beach Statistics 2016
Feb:739
Mar:261
Apr:178
May:466
June:986
July:368
Aug:504
Sept:257
Oct:958
Nov:328
Dec:604
Wealth Management Huntington Beach Statistics 2015
Feb:670
Mar:978
Apr:580
May:404
June:277
July:155
Aug:361
Sept:68
Oct:304
Nov:415
Dec:208
Wealth Management Huntington Beach Statistics 2014
Feb:927
Mar:242
Apr:958
May:521
June:356
July:73
Aug:699
Sept:94
Oct:335
Nov:877
Dec:560
Wealth Management Huntington Beach Statistics 2013
Feb:244
Mar:64
Apr:578
May:201
June:393
July:181
Aug:762
Sept:62
Oct:159
Nov:341
Dec:467
Wealth Management Huntington Beach Statistics 2012
Feb:497
Mar:828
Apr:505
May:802
June:243
July:714
Aug:995
Sept:169
Oct:956
Nov:953
Dec:691
Wealth Management Huntington Beach Statistics 2011
Feb:26
Mar:389
Apr:406
May:361
June:265
July:966
Aug:682
Sept:510
Oct:30
Nov:259
Dec:712
Wealth Management Huntington Beach Statistics 2010
Feb:441
Mar:474
Apr:486
May:601
June:815
July:953
Aug:37
Sept:312
Oct:781
Nov:543
Dec:114
Wealth Management Huntington Beach Statistics 2009
Feb:256
Mar:108
Apr:193
May:212
June:60
July:884
Aug:523
Sept:86
Oct:272
Nov:930
Dec:448
Wealth Management Huntington Beach Statistics 2008
Feb:895
Mar:129
Apr:47
May:925
June:388
July:760
Aug:348
Sept:829
Oct:233
Nov:834
Dec:430