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 Inglewood Statistics 2018
Feb:26
Mar:521
Apr:205
May:68
June:843
July:7
Aug:262
Sept:350
Oct:790
Nov:952
Dec:584
Wealth Management Inglewood Statistics 2017
Feb:490
Mar:537
Apr:270
May:404
June:917
July:553
Aug:257
Sept:880
Oct:747
Nov:818
Dec:476
Wealth Management Inglewood Statistics 2016
Feb:492
Mar:800
Apr:363
May:265
June:802
July:448
Aug:386
Sept:829
Oct:969
Nov:591
Dec:897
Wealth Management Inglewood Statistics 2015
Feb:599
Mar:159
Apr:161
May:388
June:111
July:745
Aug:894
Sept:601
Oct:282
Nov:164
Dec:5
Wealth Management Inglewood Statistics 2014
Feb:718
Mar:263
Apr:77
May:464
June:80
July:554
Aug:384
Sept:573
Oct:354
Nov:747
Dec:838
Wealth Management Inglewood Statistics 2013
Feb:194
Mar:223
Apr:985
May:163
June:815
July:882
Aug:975
Sept:413
Oct:40
Nov:136
Dec:802
Wealth Management Inglewood Statistics 2012
Feb:882
Mar:696
Apr:753
May:163
June:860
July:759
Aug:361
Sept:578
Oct:21
Nov:439
Dec:41
Wealth Management Inglewood Statistics 2011
Feb:993
Mar:426
Apr:675
May:346
June:172
July:512
Aug:502
Sept:367
Oct:736
Nov:487
Dec:531
Wealth Management Inglewood Statistics 2010
Feb:368
Mar:506
Apr:965
May:409
June:642
July:766
Aug:561
Sept:523
Oct:461
Nov:314
Dec:687
Wealth Management Inglewood Statistics 2009
Feb:72
Mar:48
Apr:899
May:94
June:487
July:941
Aug:195
Sept:480
Oct:367
Nov:870
Dec:827
Wealth Management Inglewood Statistics 2008
Feb:382
Mar:329
Apr:907
May:118
June:816
July:437
Aug:669
Sept:184
Oct:944
Nov:633
Dec:593