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 Westminster Statistics 2018
Feb:619
Mar:795
Apr:462
May:703
June:566
July:926
Aug:833
Sept:135
Oct:801
Nov:797
Dec:225
Wealth Management Westminster Statistics 2017
Feb:519
Mar:490
Apr:885
May:153
June:224
July:127
Aug:765
Sept:809
Oct:294
Nov:903
Dec:945
Wealth Management Westminster Statistics 2016
Feb:24
Mar:945
Apr:405
May:758
June:718
July:433
Aug:863
Sept:336
Oct:227
Nov:324
Dec:39
Wealth Management Westminster Statistics 2015
Feb:250
Mar:873
Apr:929
May:51
June:669
July:153
Aug:450
Sept:188
Oct:644
Nov:335
Dec:341
Wealth Management Westminster Statistics 2014
Feb:462
Mar:105
Apr:677
May:757
June:8
July:621
Aug:540
Sept:32
Oct:565
Nov:945
Dec:790
Wealth Management Westminster Statistics 2013
Feb:377
Mar:653
Apr:620
May:604
June:978
July:659
Aug:398
Sept:227
Oct:531
Nov:326
Dec:279
Wealth Management Westminster Statistics 2012
Feb:479
Mar:730
Apr:388
May:123
June:64
July:730
Aug:991
Sept:527
Oct:836
Nov:668
Dec:284
Wealth Management Westminster Statistics 2011
Feb:288
Mar:824
Apr:876
May:854
June:769
July:666
Aug:137
Sept:146
Oct:318
Nov:757
Dec:751
Wealth Management Westminster Statistics 2010
Feb:416
Mar:148
Apr:523
May:948
June:474
July:802
Aug:147
Sept:954
Oct:531
Nov:536
Dec:76
Wealth Management Westminster Statistics 2009
Feb:266
Mar:67
Apr:122
May:101
June:735
July:406
Aug:945
Sept:23
Oct:230
Nov:820
Dec:878
Wealth Management Westminster Statistics 2008
Feb:485
Mar:15
Apr:144
May:804
June:773
July:896
Aug:98
Sept:188
Oct:43
Nov:621
Dec:136