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 Rancho Cucamonga Statistics 2018
Feb:136
Mar:788
Apr:895
May:400
June:722
July:312
Aug:439
Sept:217
Oct:874
Nov:947
Dec:642
Wealth Management Rancho Cucamonga Statistics 2017
Feb:670
Mar:317
Apr:866
May:224
June:893
July:527
Aug:750
Sept:162
Oct:177
Nov:756
Dec:720
Wealth Management Rancho Cucamonga Statistics 2016
Feb:275
Mar:228
Apr:35
May:92
June:159
July:260
Aug:55
Sept:295
Oct:47
Nov:951
Dec:696
Wealth Management Rancho Cucamonga Statistics 2015
Feb:263
Mar:134
Apr:987
May:137
June:81
July:629
Aug:721
Sept:751
Oct:946
Nov:587
Dec:976
Wealth Management Rancho Cucamonga Statistics 2014
Feb:113
Mar:725
Apr:0
May:290
June:481
July:721
Aug:468
Sept:756
Oct:949
Nov:503
Dec:849
Wealth Management Rancho Cucamonga Statistics 2013
Feb:764
Mar:904
Apr:403
May:811
June:854
July:98
Aug:581
Sept:117
Oct:233
Nov:567
Dec:254
Wealth Management Rancho Cucamonga Statistics 2012
Feb:196
Mar:975
Apr:65
May:142
June:561
July:40
Aug:980
Sept:674
Oct:766
Nov:981
Dec:964
Wealth Management Rancho Cucamonga Statistics 2011
Feb:701
Mar:432
Apr:2
May:650
June:935
July:851
Aug:758
Sept:698
Oct:754
Nov:160
Dec:509
Wealth Management Rancho Cucamonga Statistics 2010
Feb:259
Mar:90
Apr:725
May:493
June:658
July:980
Aug:808
Sept:854
Oct:954
Nov:873
Dec:996
Wealth Management Rancho Cucamonga Statistics 2009
Feb:914
Mar:976
Apr:188
May:680
June:956
July:152
Aug:927
Sept:657
Oct:584
Nov:929
Dec:306
Wealth Management Rancho Cucamonga Statistics 2008
Feb:779
Mar:63
Apr:217
May:533
June:224
July:727
Aug:141
Sept:484
Oct:817
Nov:867
Dec:978