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. Our clients come to us seeking solutions to a wide range of financial challenges and questions. Our collaborative approach eliminates the financial learning curve and allows you more time to do the things you love.
Our unique process helps you define your personal version of success and what it takes to get there. Our team is here to keep you on track and celebrate all of your victories along the way -- no matter how big or small. Our unique process helps define your personal version of success and what it takes to get there.
Our unique process helps you define your personal version of success and what it takes to get there. Our team is here to keep you on track and celebrate all of your victories along the way -- no matter how big or small. Our unique process helps define your personal version of success and what it takes to get there.
Services
Our financial planning team is here to help - armed with the knowledge you need to conquer your financial future with confidence. We believe that every decision we make may permanently alter our lives. Every choice we make brings us to an alternative. At Crossroads Planning, it is our job to guide our clients towards the optimal financial path so they can focus on other aspects of their lives.
Our financial planners work to help you figure out where you want to go and provide the tools and resources to help you get there. We offer comprehensive, flat-fee Financial Planning, Tax Preparation and Wealth Management Services. Our Financial Planning process is all about empowering you with the tools required to make sound financial decisions and achieve your goals.
Our office is conveniently located at 765 The City Dr. S., near The Outlets at Orange - just a stone's throw away from 57 Fwy and the intersection of Interstate 5 and 22 Freeway. We offer a complimentary appointment to describe our services and to see how we can best match your needs. We are an energetic, flexible, and open-minded team ready to work hard for you.
Reviews (5)
Rachel Timmermans
Feb 23, 2021
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Thank you to Garrett for your tax help. Garrett answered all of our questions - small and big. Knew what we needed on our documents. It was a different year for us, having the pandemic and having a baby now to deduct. He's just out there to do good! Loves his job obviously. Very giddy about taxes and very knowledgeable. Also very nice and personable.... FYI was in the service (idk about you but someone who loves the US has our approval). Thank you guys.
Christina Rubiano
Jan 31, 2021
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My husband and I have been going to Tony for the last few years for our taxes. Tony makes the tax process super easy. You can upload your paperwork onto a secure portal to save you a trip. You pay a little more and get more professionalism and a better tax return so it's a win win. Overall, I highly recommend Tony. I highly recommend!
Nedda Safi
Oct 16, 2020
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Jason Shutts
Aug 18, 2019
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Tony is great! He is fee based, so there is no attempt to sell you anything. He's willing to take the time and explain everything to you if you have any questions. Definitely in it for his customers and not just about money. Even took the time to talk to me about processes I can take to get into the field. All around great service.
Nina Yu
Jul 19, 2019
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