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 Mirada Statistics 2018
Feb:167
Mar:975
Apr:812
May:439
June:927
July:996
Aug:162
Sept:207
Oct:467
Nov:967
Dec:300
Wealth Management La Mirada Statistics 2017
Feb:940
Mar:557
Apr:860
May:413
June:104
July:525
Aug:177
Sept:690
Oct:924
Nov:596
Dec:743
Wealth Management La Mirada Statistics 2016
Feb:638
Mar:121
Apr:110
May:641
June:65
July:183
Aug:985
Sept:232
Oct:158
Nov:796
Dec:671
Wealth Management La Mirada Statistics 2015
Feb:792
Mar:834
Apr:291
May:258
June:801
July:592
Aug:185
Sept:740
Oct:148
Nov:45
Dec:152
Wealth Management La Mirada Statistics 2014
Feb:570
Mar:329
Apr:943
May:494
June:926
July:686
Aug:816
Sept:563
Oct:807
Nov:927
Dec:203
Wealth Management La Mirada Statistics 2013
Feb:109
Mar:188
Apr:103
May:267
June:984
July:775
Aug:351
Sept:775
Oct:608
Nov:643
Dec:33
Wealth Management La Mirada Statistics 2012
Feb:234
Mar:219
Apr:148
May:382
June:264
July:300
Aug:635
Sept:834
Oct:630
Nov:577
Dec:327
Wealth Management La Mirada Statistics 2011
Feb:262
Mar:143
Apr:118
May:68
June:70
July:322
Aug:940
Sept:179
Oct:510
Nov:43
Dec:447
Wealth Management La Mirada Statistics 2010
Feb:819
Mar:799
Apr:269
May:427
June:441
July:302
Aug:836
Sept:675
Oct:521
Nov:984
Dec:57
Wealth Management La Mirada Statistics 2009
Feb:284
Mar:692
Apr:619
May:914
June:269
July:947
Aug:469
Sept:531
Oct:90
Nov:587
Dec:600
Wealth Management La Mirada Statistics 2008
Feb:910
Mar:540
Apr:340
May:419
June:584
July:787
Aug:913
Sept:402
Oct:585
Nov:182
Dec:830