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 Park Statistics 2018
Feb:804
Mar:548
Apr:806
May:549
June:542
July:229
Aug:763
Sept:715
Oct:131
Nov:260
Dec:55
Wealth Management Huntington Park Statistics 2017
Feb:317
Mar:46
Apr:51
May:894
June:205
July:920
Aug:26
Sept:984
Oct:449
Nov:935
Dec:832
Wealth Management Huntington Park Statistics 2016
Feb:901
Mar:644
Apr:744
May:652
June:645
July:796
Aug:159
Sept:449
Oct:344
Nov:966
Dec:999
Wealth Management Huntington Park Statistics 2015
Feb:194
Mar:761
Apr:600
May:326
June:21
July:655
Aug:125
Sept:339
Oct:702
Nov:176
Dec:232
Wealth Management Huntington Park Statistics 2014
Feb:96
Mar:259
Apr:891
May:545
June:193
July:722
Aug:108
Sept:94
Oct:366
Nov:853
Dec:746
Wealth Management Huntington Park Statistics 2013
Feb:649
Mar:906
Apr:460
May:993
June:871
July:458
Aug:879
Sept:64
Oct:219
Nov:478
Dec:391
Wealth Management Huntington Park Statistics 2012
Feb:133
Mar:517
Apr:579
May:836
June:694
July:812
Aug:743
Sept:790
Oct:70
Nov:633
Dec:334
Wealth Management Huntington Park Statistics 2011
Feb:354
Mar:443
Apr:358
May:720
June:296
July:103
Aug:732
Sept:945
Oct:8
Nov:191
Dec:937
Wealth Management Huntington Park Statistics 2010
Feb:650
Mar:815
Apr:945
May:869
June:293
July:335
Aug:109
Sept:427
Oct:852
Nov:688
Dec:262
Wealth Management Huntington Park Statistics 2009
Feb:499
Mar:5
Apr:335
May:570
June:638
July:669
Aug:833
Sept:993
Oct:112
Nov:191
Dec:713
Wealth Management Huntington Park Statistics 2008
Feb:294
Mar:444
Apr:352
May:303
June:635
July:289
Aug:182
Sept:285
Oct:104
Nov:127
Dec:154