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 Norco Statistics 2018
Feb:101
Mar:753
Apr:191
May:397
June:929
July:325
Aug:145
Sept:486
Oct:154
Nov:861
Dec:150
Wealth Management Norco Statistics 2017
Feb:896
Mar:206
Apr:707
May:51
June:950
July:915
Aug:319
Sept:880
Oct:43
Nov:379
Dec:967
Wealth Management Norco Statistics 2016
Feb:624
Mar:411
Apr:348
May:652
June:84
July:520
Aug:734
Sept:186
Oct:273
Nov:926
Dec:583
Wealth Management Norco Statistics 2015
Feb:251
Mar:728
Apr:688
May:405
June:589
July:838
Aug:266
Sept:484
Oct:44
Nov:974
Dec:536
Wealth Management Norco Statistics 2014
Feb:888
Mar:855
Apr:874
May:932
June:234
July:840
Aug:229
Sept:859
Oct:251
Nov:578
Dec:511
Wealth Management Norco Statistics 2013
Feb:98
Mar:245
Apr:522
May:371
June:170
July:105
Aug:573
Sept:422
Oct:834
Nov:261
Dec:828
Wealth Management Norco Statistics 2012
Feb:99
Mar:93
Apr:907
May:143
June:67
July:442
Aug:137
Sept:955
Oct:297
Nov:11
Dec:887
Wealth Management Norco Statistics 2011
Feb:852
Mar:116
Apr:390
May:102
June:694
July:901
Aug:439
Sept:793
Oct:145
Nov:962
Dec:163
Wealth Management Norco Statistics 2010
Feb:66
Mar:737
Apr:738
May:900
June:998
July:565
Aug:322
Sept:97
Oct:659
Nov:228
Dec:240
Wealth Management Norco Statistics 2009
Feb:671
Mar:378
Apr:681
May:968
June:390
July:568
Aug:500
Sept:241
Oct:684
Nov:890
Dec:344
Wealth Management Norco Statistics 2008
Feb:791
Mar:783
Apr:169
May:937
June:744
July:333
Aug:252
Sept:811
Oct:70
Nov:991
Dec:710