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 Pasadena Statistics 2018
Feb:917
Mar:545
Apr:784
May:297
June:467
July:988
Aug:656
Sept:959
Oct:413
Nov:487
Dec:612
Wealth Management South Pasadena Statistics 2017
Feb:837
Mar:668
Apr:447
May:717
June:506
July:249
Aug:940
Sept:90
Oct:70
Nov:143
Dec:524
Wealth Management South Pasadena Statistics 2016
Feb:921
Mar:19
Apr:22
May:695
June:924
July:195
Aug:879
Sept:841
Oct:741
Nov:663
Dec:137
Wealth Management South Pasadena Statistics 2015
Feb:650
Mar:794
Apr:165
May:63
June:281
July:777
Aug:975
Sept:117
Oct:445
Nov:422
Dec:835
Wealth Management South Pasadena Statistics 2014
Feb:671
Mar:775
Apr:41
May:742
June:918
July:565
Aug:813
Sept:839
Oct:585
Nov:836
Dec:533
Wealth Management South Pasadena Statistics 2013
Feb:31
Mar:412
Apr:350
May:772
June:74
July:487
Aug:979
Sept:725
Oct:281
Nov:144
Dec:788
Wealth Management South Pasadena Statistics 2012
Feb:922
Mar:763
Apr:679
May:366
June:185
July:514
Aug:318
Sept:856
Oct:288
Nov:359
Dec:598
Wealth Management South Pasadena Statistics 2011
Feb:925
Mar:410
Apr:43
May:510
June:246
July:577
Aug:18
Sept:277
Oct:989
Nov:368
Dec:48
Wealth Management South Pasadena Statistics 2010
Feb:856
Mar:27
Apr:789
May:136
June:172
July:577
Aug:699
Sept:94
Oct:340
Nov:378
Dec:460
Wealth Management South Pasadena Statistics 2009
Feb:892
Mar:779
Apr:380
May:179
June:137
July:979
Aug:385
Sept:61
Oct:389
Nov:428
Dec:572
Wealth Management South Pasadena Statistics 2008
Feb:4
Mar:590
Apr:912
May:994
June:959
July:961
Aug:56
Sept:815
Oct:989
Nov:846
Dec:951