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 Lake Elsinore Statistics 2018
Feb:307
Mar:736
Apr:736
May:493
June:272
July:774
Aug:128
Sept:739
Oct:53
Nov:787
Dec:680
Wealth Management Lake Elsinore Statistics 2017
Feb:810
Mar:927
Apr:98
May:43
June:816
July:813
Aug:113
Sept:946
Oct:244
Nov:999
Dec:456
Wealth Management Lake Elsinore Statistics 2016
Feb:1000
Mar:895
Apr:41
May:438
June:461
July:515
Aug:73
Sept:768
Oct:251
Nov:809
Dec:261
Wealth Management Lake Elsinore Statistics 2015
Feb:582
Mar:389
Apr:262
May:636
June:176
July:942
Aug:43
Sept:986
Oct:869
Nov:142
Dec:29
Wealth Management Lake Elsinore Statistics 2014
Feb:955
Mar:142
Apr:630
May:199
June:141
July:85
Aug:808
Sept:141
Oct:981
Nov:849
Dec:579
Wealth Management Lake Elsinore Statistics 2013
Feb:363
Mar:652
Apr:209
May:614
June:461
July:470
Aug:137
Sept:42
Oct:860
Nov:400
Dec:679
Wealth Management Lake Elsinore Statistics 2012
Feb:341
Mar:723
Apr:20
May:209
June:866
July:50
Aug:894
Sept:821
Oct:193
Nov:524
Dec:20
Wealth Management Lake Elsinore Statistics 2011
Feb:609
Mar:828
Apr:475
May:589
June:677
July:53
Aug:29
Sept:39
Oct:706
Nov:238
Dec:654
Wealth Management Lake Elsinore Statistics 2010
Feb:709
Mar:792
Apr:209
May:568
June:191
July:888
Aug:604
Sept:533
Oct:611
Nov:624
Dec:743
Wealth Management Lake Elsinore Statistics 2009
Feb:675
Mar:637
Apr:296
May:868
June:160
July:316
Aug:202
Sept:769
Oct:143
Nov:677
Dec:358
Wealth Management Lake Elsinore Statistics 2008
Feb:731
Mar:388
Apr:860
May:437
June:627
July:514
Aug:603
Sept:335
Oct:305
Nov:813
Dec:904