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 Gate Statistics 2018
Feb:822
Mar:474
Apr:86
May:322
June:204
July:398
Aug:333
Sept:807
Oct:449
Nov:954
Dec:673
Wealth Management South Gate Statistics 2017
Feb:90
Mar:495
Apr:162
May:776
June:519
July:443
Aug:904
Sept:507
Oct:138
Nov:493
Dec:717
Wealth Management South Gate Statistics 2016
Feb:111
Mar:411
Apr:756
May:111
June:661
July:906
Aug:541
Sept:482
Oct:380
Nov:628
Dec:804
Wealth Management South Gate Statistics 2015
Feb:25
Mar:136
Apr:390
May:475
June:90
July:62
Aug:68
Sept:180
Oct:558
Nov:230
Dec:957
Wealth Management South Gate Statistics 2014
Feb:673
Mar:861
Apr:584
May:812
June:353
July:301
Aug:513
Sept:464
Oct:712
Nov:268
Dec:576
Wealth Management South Gate Statistics 2013
Feb:174
Mar:116
Apr:854
May:554
June:745
July:658
Aug:137
Sept:770
Oct:795
Nov:527
Dec:244
Wealth Management South Gate Statistics 2012
Feb:590
Mar:313
Apr:65
May:147
June:543
July:22
Aug:224
Sept:215
Oct:883
Nov:809
Dec:27
Wealth Management South Gate Statistics 2011
Feb:110
Mar:540
Apr:700
May:822
June:809
July:276
Aug:194
Sept:983
Oct:392
Nov:48
Dec:536
Wealth Management South Gate Statistics 2010
Feb:707
Mar:673
Apr:907
May:501
June:200
July:151
Aug:386
Sept:790
Oct:464
Nov:451
Dec:937
Wealth Management South Gate Statistics 2009
Feb:473
Mar:161
Apr:222
May:356
June:970
July:249
Aug:592
Sept:79
Oct:790
Nov:292
Dec:902
Wealth Management South Gate Statistics 2008
Feb:568
Mar:96
Apr:580
May:961
June:145
July:115
Aug:97
Sept:852
Oct:789
Nov:3
Dec:353