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 San Pedro Statistics 2018
Feb:84
Mar:952
Apr:657
May:677
June:798
July:711
Aug:75
Sept:196
Oct:1000
Nov:880
Dec:141
Wealth Management San Pedro Statistics 2017
Feb:878
Mar:83
Apr:195
May:149
June:975
July:21
Aug:394
Sept:229
Oct:970
Nov:513
Dec:586
Wealth Management San Pedro Statistics 2016
Feb:322
Mar:384
Apr:687
May:825
June:180
July:970
Aug:148
Sept:264
Oct:921
Nov:805
Dec:942
Wealth Management San Pedro Statistics 2015
Feb:515
Mar:16
Apr:915
May:515
June:897
July:56
Aug:401
Sept:775
Oct:140
Nov:596
Dec:925
Wealth Management San Pedro Statistics 2014
Feb:617
Mar:318
Apr:344
May:586
June:832
July:930
Aug:556
Sept:153
Oct:314
Nov:242
Dec:978
Wealth Management San Pedro Statistics 2013
Feb:212
Mar:126
Apr:760
May:133
June:931
July:701
Aug:852
Sept:446
Oct:717
Nov:767
Dec:961
Wealth Management San Pedro Statistics 2012
Feb:824
Mar:361
Apr:388
May:964
June:957
July:312
Aug:78
Sept:574
Oct:631
Nov:422
Dec:160
Wealth Management San Pedro Statistics 2011
Feb:352
Mar:717
Apr:615
May:666
June:959
July:593
Aug:161
Sept:170
Oct:719
Nov:921
Dec:303
Wealth Management San Pedro Statistics 2010
Feb:621
Mar:155
Apr:95
May:338
June:923
July:55
Aug:952
Sept:746
Oct:416
Nov:340
Dec:709
Wealth Management San Pedro Statistics 2009
Feb:652
Mar:787
Apr:948
May:282
June:209
July:108
Aug:744
Sept:561
Oct:825
Nov:359
Dec:227
Wealth Management San Pedro Statistics 2008
Feb:953
Mar:388
Apr:954
May:672
June:308
July:257
Aug:321
Sept:930
Oct:413
Nov:416
Dec:267