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 Laguna Hills Statistics 2018
Feb:838
Mar:259
Apr:172
May:421
June:813
July:301
Aug:229
Sept:268
Oct:560
Nov:960
Dec:282
Wealth Management Laguna Hills Statistics 2017
Feb:960
Mar:660
Apr:974
May:480
June:814
July:806
Aug:520
Sept:92
Oct:241
Nov:503
Dec:305
Wealth Management Laguna Hills Statistics 2016
Feb:503
Mar:545
Apr:168
May:843
June:923
July:594
Aug:399
Sept:760
Oct:853
Nov:572
Dec:181
Wealth Management Laguna Hills Statistics 2015
Feb:873
Mar:410
Apr:934
May:433
June:369
July:215
Aug:116
Sept:328
Oct:875
Nov:89
Dec:809
Wealth Management Laguna Hills Statistics 2014
Feb:896
Mar:328
Apr:781
May:136
June:832
July:85
Aug:460
Sept:334
Oct:630
Nov:629
Dec:177
Wealth Management Laguna Hills Statistics 2013
Feb:222
Mar:577
Apr:312
May:74
June:148
July:493
Aug:740
Sept:20
Oct:904
Nov:673
Dec:454
Wealth Management Laguna Hills Statistics 2012
Feb:888
Mar:570
Apr:601
May:763
June:659
July:409
Aug:450
Sept:554
Oct:738
Nov:231
Dec:690
Wealth Management Laguna Hills Statistics 2011
Feb:316
Mar:150
Apr:904
May:947
June:779
July:80
Aug:499
Sept:0
Oct:658
Nov:811
Dec:75
Wealth Management Laguna Hills Statistics 2010
Feb:304
Mar:815
Apr:827
May:207
June:487
July:280
Aug:479
Sept:375
Oct:850
Nov:80
Dec:137
Wealth Management Laguna Hills Statistics 2009
Feb:489
Mar:587
Apr:62
May:227
June:819
July:752
Aug:797
Sept:134
Oct:902
Nov:701
Dec:80
Wealth Management Laguna Hills Statistics 2008
Feb:781
Mar:580
Apr:682
May:438
June:390
July:757
Aug:244
Sept:695
Oct:571
Nov:70
Dec:902