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Our Mission


Our mission is to partner with clients throughout Greater Los Angeles and Orange County. We strive to help our clients achieve financial freedom through objective financial planning, tax reduction and investment asset management. As our clients go through various transitions in their lives, our purpose is to help build, manage, grow and protect their assets. As fiduciaries, we will always place the interests of our clients first. Our success is defined when our clients' financial goals meet their life goals.

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Our Mission


Our mission is to partner with clients throughout Greater Los Angeles and Orange County. We strive to help our clients achieve financial freedom through objective financial planning, tax reduction and investment asset management. As our clients go through various transitions in their lives, our purpose is to help build, manage, grow and protect their assets. As fiduciaries, we will always place the interests of our clients first. Our success is defined when our clients' financial goals meet their life goals.

What We Believe:

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.

This is How We Can Help:

Our ideology is based on the belief that everyone deserves financial freedom. To achieve this, we use multiple tax strategies and planning that incorporate and maximize our clients' needs while minimizing their exposure to tax liabilities. In doing so, we work to achieve the desired levels of both taxable and non-taxable income to accomplish each goal.

Your Financial Freedom is Our Mission:

Here at Crossroads Planning, we aspire to help our clients lower their tax liability and optimize their finances through the use of innovative and creative financial planning, We strive to ensure that our individual and small business clients receive the highest level of care and service.

Our Focus:

We strive to build a strong foundation with each and every client and provide the best possible solution. Instead of the traditional one-on-one adviser to client approach, we believe in a team effort. We desire to establish a long-lasting relationship with each and every client that can be passed on from one generation to the next.

 
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Financial Planning


 

"A Good financial plan is a road map that shows us exactly how the choices we make today will affect our future." - Alexa Von Tobel

 

Financial Planning


 

"A Good financial plan is a road map that shows us exactly how the choices we make today will affect our future." - Alexa Von Tobel

 

Our promise to you.

Driven by Service, Not by Product:

We are independent Fee-Only Financial Advisers that do not earn commissions. Our focus is providing the best financial planning services available without the incentive to sell.

Service With You in Mind:

We understand everyone has different needs when it comes to financial planning; We offer flexible payment plans that tailor to your needs. Compensation can be done hourly, by fixed plans, or monthly remittance.  

Fiduciary Duties: 

We owe our clients fiduciary duties, meaning we put your interests and needs first. We offer in-office meetings or virtual financial planning services, so you are never limited by location.

Money Management:

Our money management process begins with assessing the client's goals and risk tolerance. Once we identify the client's needs, we will then find suitable investments that match each goal. 

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Tax Preparation


 

"The hardest thing to understand in the world is income tax." - Albert Einstein

Tax Preparation


 

"The hardest thing to understand in the world is income tax." - Albert Einstein

How we can help?

Client Portal: 

Dealing with taxes can be a headache. We make it easier on our clients - documents can either be dropped off or sent to us through our client portal so you can spend your time on what's important to you. 

Cloud Server:

All documents provided by each client will be backed up to our safe and secure cloud server. This way, we can retrieve any documents when needed. 

Fees: 

We handle all types of tax returns. We do not believe in charging hourly fees. To keep things simple, we eliminate the surprise fees by charging each return according to the type of form.

Audits:

Because we fully believe in our services, we here at Crossroads will have your back should an audit occurs and be with you every step of the way.