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 Redondo Beach Statistics 2018
Feb:241
Mar:474
Apr:870
May:113
June:977
July:974
Aug:143
Sept:322
Oct:963
Nov:930
Dec:823
Wealth Management Redondo Beach Statistics 2017
Feb:675
Mar:655
Apr:983
May:909
June:735
July:66
Aug:644
Sept:167
Oct:125
Nov:847
Dec:735
Wealth Management Redondo Beach Statistics 2016
Feb:713
Mar:590
Apr:754
May:623
June:610
July:899
Aug:89
Sept:851
Oct:373
Nov:959
Dec:964
Wealth Management Redondo Beach Statistics 2015
Feb:932
Mar:107
Apr:671
May:895
June:36
July:494
Aug:521
Sept:712
Oct:148
Nov:503
Dec:621
Wealth Management Redondo Beach Statistics 2014
Feb:570
Mar:264
Apr:50
May:696
June:111
July:786
Aug:298
Sept:824
Oct:376
Nov:52
Dec:447
Wealth Management Redondo Beach Statistics 2013
Feb:952
Mar:536
Apr:836
May:324
June:494
July:800
Aug:673
Sept:426
Oct:907
Nov:344
Dec:320
Wealth Management Redondo Beach Statistics 2012
Feb:838
Mar:841
Apr:655
May:987
June:344
July:276
Aug:870
Sept:914
Oct:540
Nov:921
Dec:609
Wealth Management Redondo Beach Statistics 2011
Feb:706
Mar:908
Apr:475
May:81
June:960
July:922
Aug:66
Sept:911
Oct:457
Nov:903
Dec:235
Wealth Management Redondo Beach Statistics 2010
Feb:703
Mar:908
Apr:377
May:609
June:251
July:698
Aug:552
Sept:89
Oct:539
Nov:207
Dec:76
Wealth Management Redondo Beach Statistics 2009
Feb:483
Mar:947
Apr:796
May:23
June:867
July:405
Aug:675
Sept:572
Oct:312
Nov:149
Dec:654
Wealth Management Redondo Beach Statistics 2008
Feb:70
Mar:720
Apr:183
May:528
June:623
July:418
Aug:479
Sept:325
Oct:326
Nov:856
Dec:935