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 Torrance Statistics 2018
Feb:494
Mar:736
Apr:344
May:778
June:101
July:808
Aug:833
Sept:703
Oct:224
Nov:780
Dec:50
Wealth Management Torrance Statistics 2017
Feb:287
Mar:364
Apr:638
May:367
June:579
July:906
Aug:936
Sept:894
Oct:740
Nov:180
Dec:437
Wealth Management Torrance Statistics 2016
Feb:471
Mar:837
Apr:405
May:471
June:729
July:569
Aug:769
Sept:222
Oct:304
Nov:112
Dec:0
Wealth Management Torrance Statistics 2015
Feb:920
Mar:833
Apr:108
May:143
June:613
July:158
Aug:37
Sept:900
Oct:522
Nov:675
Dec:266
Wealth Management Torrance Statistics 2014
Feb:581
Mar:202
Apr:996
May:321
June:382
July:432
Aug:484
Sept:853
Oct:268
Nov:890
Dec:324
Wealth Management Torrance Statistics 2013
Feb:459
Mar:92
Apr:219
May:764
June:204
July:220
Aug:169
Sept:124
Oct:52
Nov:277
Dec:268
Wealth Management Torrance Statistics 2012
Feb:435
Mar:305
Apr:565
May:957
June:981
July:832
Aug:58
Sept:562
Oct:33
Nov:53
Dec:883
Wealth Management Torrance Statistics 2011
Feb:485
Mar:367
Apr:269
May:753
June:257
July:593
Aug:750
Sept:716
Oct:685
Nov:970
Dec:479
Wealth Management Torrance Statistics 2010
Feb:189
Mar:648
Apr:14
May:242
June:926
July:282
Aug:907
Sept:360
Oct:588
Nov:472
Dec:317
Wealth Management Torrance Statistics 2009
Feb:303
Mar:375
Apr:129
May:336
June:429
July:12
Aug:753
Sept:914
Oct:380
Nov:21
Dec:667
Wealth Management Torrance Statistics 2008
Feb:614
Mar:417
Apr:353
May:299
June:386
July:832
Aug:189
Sept:576
Oct:480
Nov:203
Dec:818