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 Lakewood Statistics 2018
Feb:167
Mar:375
Apr:108
May:411
June:406
July:157
Aug:715
Sept:161
Oct:714
Nov:503
Dec:713
Wealth Management Lakewood Statistics 2017
Feb:987
Mar:552
Apr:836
May:195
June:629
July:826
Aug:72
Sept:413
Oct:912
Nov:664
Dec:886
Wealth Management Lakewood Statistics 2016
Feb:704
Mar:374
Apr:507
May:705
June:609
July:704
Aug:137
Sept:777
Oct:79
Nov:245
Dec:188
Wealth Management Lakewood Statistics 2015
Feb:402
Mar:904
Apr:646
May:115
June:406
July:358
Aug:685
Sept:392
Oct:911
Nov:520
Dec:587
Wealth Management Lakewood Statistics 2014
Feb:345
Mar:660
Apr:953
May:256
June:323
July:839
Aug:187
Sept:26
Oct:212
Nov:695
Dec:732
Wealth Management Lakewood Statistics 2013
Feb:398
Mar:869
Apr:598
May:478
June:114
July:786
Aug:964
Sept:516
Oct:689
Nov:610
Dec:631
Wealth Management Lakewood Statistics 2012
Feb:968
Mar:315
Apr:487
May:879
June:835
July:74
Aug:418
Sept:180
Oct:734
Nov:371
Dec:436
Wealth Management Lakewood Statistics 2011
Feb:209
Mar:624
Apr:83
May:421
June:318
July:816
Aug:243
Sept:717
Oct:685
Nov:842
Dec:195
Wealth Management Lakewood Statistics 2010
Feb:627
Mar:158
Apr:314
May:316
June:768
July:946
Aug:411
Sept:736
Oct:261
Nov:899
Dec:615
Wealth Management Lakewood Statistics 2009
Feb:973
Mar:32
Apr:276
May:707
June:403
July:713
Aug:764
Sept:612
Oct:337
Nov:848
Dec:33
Wealth Management Lakewood Statistics 2008
Feb:663
Mar:277
Apr:373
May:348
June:118
July:568
Aug:147
Sept:746
Oct:727
Nov:461
Dec:62