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 La Habra Statistics 2018
Feb:859
Mar:780
Apr:182
May:293
June:755
July:163
Aug:881
Sept:800
Oct:738
Nov:757
Dec:901
Wealth Management La Habra Statistics 2017
Feb:163
Mar:609
Apr:204
May:540
June:5
July:622
Aug:909
Sept:509
Oct:477
Nov:341
Dec:57
Wealth Management La Habra Statistics 2016
Feb:377
Mar:702
Apr:870
May:769
June:702
July:964
Aug:358
Sept:561
Oct:744
Nov:541
Dec:854
Wealth Management La Habra Statistics 2015
Feb:705
Mar:735
Apr:298
May:443
June:491
July:198
Aug:702
Sept:654
Oct:808
Nov:906
Dec:194
Wealth Management La Habra Statistics 2014
Feb:528
Mar:102
Apr:323
May:4
June:443
July:380
Aug:580
Sept:821
Oct:81
Nov:449
Dec:589
Wealth Management La Habra Statistics 2013
Feb:413
Mar:948
Apr:344
May:157
June:489
July:198
Aug:656
Sept:193
Oct:933
Nov:954
Dec:636
Wealth Management La Habra Statistics 2012
Feb:152
Mar:337
Apr:77
May:961
June:243
July:272
Aug:775
Sept:771
Oct:374
Nov:97
Dec:775
Wealth Management La Habra Statistics 2011
Feb:477
Mar:355
Apr:638
May:559
June:804
July:226
Aug:342
Sept:217
Oct:174
Nov:687
Dec:375
Wealth Management La Habra Statistics 2010
Feb:885
Mar:30
Apr:856
May:818
June:984
July:492
Aug:241
Sept:136
Oct:829
Nov:319
Dec:96
Wealth Management La Habra Statistics 2009
Feb:591
Mar:871
Apr:842
May:965
June:969
July:617
Aug:782
Sept:445
Oct:972
Nov:420
Dec:4
Wealth Management La Habra Statistics 2008
Feb:647
Mar:346
Apr:994
May:821
June:33
July:368
Aug:484
Sept:918
Oct:399
Nov:339
Dec:736