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 Lynwood Statistics 2018
Feb:504
Mar:518
Apr:136
May:241
June:370
July:504
Aug:164
Sept:921
Oct:327
Nov:457
Dec:446
Wealth Management Lynwood Statistics 2017
Feb:927
Mar:924
Apr:335
May:278
June:932
July:878
Aug:819
Sept:422
Oct:714
Nov:999
Dec:909
Wealth Management Lynwood Statistics 2016
Feb:445
Mar:642
Apr:781
May:446
June:235
July:884
Aug:439
Sept:739
Oct:401
Nov:576
Dec:980
Wealth Management Lynwood Statistics 2015
Feb:79
Mar:143
Apr:692
May:407
June:601
July:137
Aug:885
Sept:527
Oct:61
Nov:220
Dec:806
Wealth Management Lynwood Statistics 2014
Feb:97
Mar:625
Apr:415
May:811
June:623
July:324
Aug:87
Sept:68
Oct:967
Nov:868
Dec:515
Wealth Management Lynwood Statistics 2013
Feb:752
Mar:954
Apr:940
May:152
June:529
July:920
Aug:924
Sept:608
Oct:63
Nov:615
Dec:15
Wealth Management Lynwood Statistics 2012
Feb:753
Mar:901
Apr:191
May:814
June:120
July:997
Aug:808
Sept:217
Oct:621
Nov:222
Dec:28
Wealth Management Lynwood Statistics 2011
Feb:547
Mar:115
Apr:312
May:513
June:984
July:827
Aug:715
Sept:735
Oct:780
Nov:655
Dec:888
Wealth Management Lynwood Statistics 2010
Feb:574
Mar:811
Apr:918
May:637
June:425
July:933
Aug:300
Sept:178
Oct:833
Nov:491
Dec:993
Wealth Management Lynwood Statistics 2009
Feb:488
Mar:800
Apr:170
May:109
June:22
July:198
Aug:353
Sept:569
Oct:314
Nov:665
Dec:82
Wealth Management Lynwood Statistics 2008
Feb:492
Mar:797
Apr:32
May:271
June:451
July:920
Aug:581
Sept:25
Oct:730
Nov:498
Dec:662