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 Los Alamitos Statistics 2018
Feb:202
Mar:876
Apr:290
May:373
June:859
July:458
Aug:791
Sept:488
Oct:318
Nov:407
Dec:28
Wealth Management Los Alamitos Statistics 2017
Feb:612
Mar:954
Apr:70
May:303
June:501
July:251
Aug:325
Sept:762
Oct:954
Nov:603
Dec:698
Wealth Management Los Alamitos Statistics 2016
Feb:49
Mar:807
Apr:810
May:363
June:41
July:848
Aug:538
Sept:243
Oct:724
Nov:829
Dec:617
Wealth Management Los Alamitos Statistics 2015
Feb:287
Mar:408
Apr:70
May:605
June:816
July:99
Aug:155
Sept:428
Oct:52
Nov:226
Dec:731
Wealth Management Los Alamitos Statistics 2014
Feb:477
Mar:55
Apr:316
May:431
June:659
July:13
Aug:237
Sept:708
Oct:821
Nov:46
Dec:70
Wealth Management Los Alamitos Statistics 2013
Feb:895
Mar:609
Apr:105
May:618
June:438
July:723
Aug:200
Sept:725
Oct:130
Nov:270
Dec:330
Wealth Management Los Alamitos Statistics 2012
Feb:369
Mar:486
Apr:373
May:422
June:712
July:104
Aug:976
Sept:189
Oct:160
Nov:292
Dec:620
Wealth Management Los Alamitos Statistics 2011
Feb:306
Mar:858
Apr:526
May:126
June:904
July:597
Aug:989
Sept:799
Oct:205
Nov:94
Dec:416
Wealth Management Los Alamitos Statistics 2010
Feb:817
Mar:616
Apr:368
May:948
June:887
July:699
Aug:894
Sept:255
Oct:184
Nov:266
Dec:677
Wealth Management Los Alamitos Statistics 2009
Feb:371
Mar:653
Apr:85
May:531
June:946
July:705
Aug:349
Sept:251
Oct:562
Nov:875
Dec:377
Wealth Management Los Alamitos Statistics 2008
Feb:472
Mar:366
Apr:264
May:678
June:460
July:681
Aug:321
Sept:277
Oct:296
Nov:690
Dec:224