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 Forest Statistics 2018
Feb:879
Mar:806
Apr:390
May:556
June:637
July:715
Aug:145
Sept:363
Oct:849
Nov:695
Dec:347
Wealth Management Lake Forest Statistics 2017
Feb:747
Mar:116
Apr:960
May:116
June:577
July:788
Aug:587
Sept:406
Oct:213
Nov:623
Dec:385
Wealth Management Lake Forest Statistics 2016
Feb:550
Mar:276
Apr:810
May:296
June:276
July:930
Aug:342
Sept:155
Oct:736
Nov:733
Dec:711
Wealth Management Lake Forest Statistics 2015
Feb:447
Mar:856
Apr:735
May:296
June:551
July:81
Aug:564
Sept:298
Oct:198
Nov:524
Dec:415
Wealth Management Lake Forest Statistics 2014
Feb:311
Mar:1
Apr:180
May:524
June:624
July:565
Aug:608
Sept:174
Oct:842
Nov:417
Dec:471
Wealth Management Lake Forest Statistics 2013
Feb:347
Mar:813
Apr:273
May:83
June:546
July:984
Aug:455
Sept:994
Oct:840
Nov:190
Dec:290
Wealth Management Lake Forest Statistics 2012
Feb:272
Mar:854
Apr:690
May:470
June:377
July:104
Aug:244
Sept:688
Oct:105
Nov:425
Dec:212
Wealth Management Lake Forest Statistics 2011
Feb:990
Mar:821
Apr:905
May:831
June:237
July:375
Aug:949
Sept:584
Oct:188
Nov:222
Dec:667
Wealth Management Lake Forest Statistics 2010
Feb:206
Mar:122
Apr:728
May:45
June:313
July:17
Aug:437
Sept:585
Oct:871
Nov:127
Dec:55
Wealth Management Lake Forest Statistics 2009
Feb:232
Mar:300
Apr:936
May:338
June:725
July:148
Aug:67
Sept:715
Oct:969
Nov:973
Dec:545
Wealth Management Lake Forest Statistics 2008
Feb:347
Mar:494
Apr:790
May:536
June:716
July:457
Aug:270
Sept:922
Oct:580
Nov:998
Dec:968