Tony Chan (CFP®, EA)
Tony Chan focuses in the
following client markets or areas of practice:
- AUM
- Cash Flow/Budgets/Credit Issues
- Entrepreneurs
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- Hourly
- AUM
- Cash Flow/Budgets/Credit Issues
- Entrepreneurs
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- Hourly
Planning Specialties
Tax-Smart Financial Planning — Coordinating year-round tax strategy with financial decisions, rather than treating tax preparation as a once-a-year event. Retirement Planning and Income Strategy — Helping clients prepare for retirement, evaluate distribution decisions, and align retirement resources with long-term lifestyle goals. Tax-Efficient Investment Management — Building and managing customized portfolios based on each client’s goals and risk tolerance, with attention to tax efficiency. Comprehensive Financial Planning — Integrating cash flow, debt management, emergency reserves, net-worth planning, and goal-based decision-making into a coordinated plan. Tax Preparation and Proactive Tax Strategy — Preparing tax returns while identifying planning opportunities throughout the year. Crossroads Planning publicly describes its tax work as an integrated solution spanning annual preparation and strategic planning. Equity Compensation and Employee Benefits — Assisting clients with 401(k) and other workplace-benefit decisions, including how those benefits fit into their overall tax and retirement strategy. Risk Management and Insurance Planning — Reviewing protection needs and helping clients evaluate how insurance fits into their broader financial plan. Estate-Planning Coordination — Helping clients organize financial information, beneficiary designations, and planning priorities in coordination with their estate-planning attorney.Additional Information
Tony T. Chan, CFP®, EA, is the founder of Crossroads Planning, LLC, a Fee-Only financial and tax planning firm in Orange County, California. As a CERTIFIED FINANCIAL PLANNER™ professional and Enrolled Agent, Tony helps clients coordinate investment, retirement, and tax decisions through an integrated, long-term planning process. With more than 20 years of financial planning and tax-services experience, Tony works with individuals and families seeking thoughtful guidance on retirement income, portfolio strategy, tax planning, cash-flow and debt decisions, risk management, and estate-planning coordination. His approach is grounded in the belief that financial planning should be both technically sound and personally meaningful—aligning money with the life clients want to build. Tony earned his degree in Finance from California State University, Fullerton. He is an active member of the Financial Planning Association of Orange County and the National Association of Personal Financial Advisors. He has been recognized by InvestmentNews as a 2016 “40 Under 40” honoree and by CPA Practice Advisor as a 2018 “40 Under 40” honoree.NAPFA Start Date
June 09, 2016
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