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 South El Monte Statistics 2018
Feb:991
Mar:582
Apr:417
May:14
June:306
July:405
Aug:481
Sept:541
Oct:341
Nov:736
Dec:400
Wealth Management South El Monte Statistics 2017
Feb:436
Mar:307
Apr:255
May:649
June:786
July:573
Aug:501
Sept:576
Oct:733
Nov:817
Dec:609
Wealth Management South El Monte Statistics 2016
Feb:851
Mar:991
Apr:755
May:310
June:991
July:866
Aug:760
Sept:982
Oct:447
Nov:177
Dec:996
Wealth Management South El Monte Statistics 2015
Feb:583
Mar:477
Apr:295
May:925
June:213
July:695
Aug:899
Sept:649
Oct:2
Nov:154
Dec:298
Wealth Management South El Monte Statistics 2014
Feb:728
Mar:800
Apr:364
May:460
June:616
July:974
Aug:494
Sept:467
Oct:964
Nov:249
Dec:778
Wealth Management South El Monte Statistics 2013
Feb:114
Mar:537
Apr:937
May:562
June:715
July:933
Aug:316
Sept:298
Oct:409
Nov:611
Dec:222
Wealth Management South El Monte Statistics 2012
Feb:306
Mar:121
Apr:270
May:308
June:275
July:569
Aug:96
Sept:2
Oct:368
Nov:460
Dec:463
Wealth Management South El Monte Statistics 2011
Feb:434
Mar:957
Apr:451
May:398
June:206
July:228
Aug:353
Sept:320
Oct:766
Nov:289
Dec:883
Wealth Management South El Monte Statistics 2010
Feb:221
Mar:198
Apr:779
May:631
June:810
July:1
Aug:252
Sept:116
Oct:122
Nov:523
Dec:424
Wealth Management South El Monte Statistics 2009
Feb:92
Mar:521
Apr:401
May:460
June:981
July:864
Aug:444
Sept:415
Oct:821
Nov:895
Dec:813
Wealth Management South El Monte Statistics 2008
Feb:123
Mar:165
Apr:347
May:889
June:455
July:230
Aug:369
Sept:677
Oct:428
Nov:148
Dec:307