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 Pomona Statistics 2018
Feb:514
Mar:980
Apr:27
May:64
June:133
July:490
Aug:302
Sept:19
Oct:559
Nov:583
Dec:455
Wealth Management Pomona Statistics 2017
Feb:468
Mar:948
Apr:186
May:443
June:750
July:114
Aug:897
Sept:61
Oct:661
Nov:129
Dec:567
Wealth Management Pomona Statistics 2016
Feb:940
Mar:428
Apr:538
May:596
June:416
July:676
Aug:162
Sept:930
Oct:656
Nov:190
Dec:995
Wealth Management Pomona Statistics 2015
Feb:680
Mar:296
Apr:808
May:238
June:880
July:263
Aug:890
Sept:348
Oct:211
Nov:75
Dec:791
Wealth Management Pomona Statistics 2014
Feb:190
Mar:688
Apr:22
May:852
June:817
July:589
Aug:512
Sept:756
Oct:17
Nov:50
Dec:352
Wealth Management Pomona Statistics 2013
Feb:727
Mar:514
Apr:363
May:382
June:705
July:357
Aug:170
Sept:384
Oct:653
Nov:979
Dec:623
Wealth Management Pomona Statistics 2012
Feb:242
Mar:513
Apr:881
May:453
June:589
July:671
Aug:414
Sept:780
Oct:358
Nov:437
Dec:631
Wealth Management Pomona Statistics 2011
Feb:26
Mar:142
Apr:931
May:43
June:193
July:282
Aug:477
Sept:920
Oct:797
Nov:841
Dec:301
Wealth Management Pomona Statistics 2010
Feb:197
Mar:472
Apr:886
May:851
June:451
July:509
Aug:384
Sept:693
Oct:22
Nov:264
Dec:146
Wealth Management Pomona Statistics 2009
Feb:936
Mar:560
Apr:390
May:293
June:998
July:20
Aug:468
Sept:23
Oct:163
Nov:399
Dec:67
Wealth Management Pomona Statistics 2008
Feb:681
Mar:544
Apr:275
May:478
June:385
July:577
Aug:980
Sept:583
Oct:49
Nov:866
Dec:434