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    Crossroads Planning

    4.9 (133 reviews)
    Closed 8:00 am - 5:00 pm

    By appointment only

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    Response time

    2 hours

    Response rate

    100%

    Services - Crossroads Planning

    Inheritance planning

    Investment management

    Retirement planning

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    Recommended Reviews - Crossroads Planning

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    8 years ago

    Great Service 2 years in a row! Tony is very professional, fast and effective.

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    9 years ago

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    11 years ago

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    10 years ago

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    12 years ago

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    9 years ago

    Tony was awesome ! Definitely better then HR&a Block. I was recommended from a friend and I'm definitely coming back next year !

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    11 years ago

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    Ask the Community - Crossroads Planning

    For wealth management, do you do customized portfolios, or do you generally have "pre-set" portfolios based on risk tolerance? (Or something else?)

    Alex, we currently manage six portfolios tailored to individual risk tolerances. Let me know if you have any other questions.

    What is the coat of consultation for sales of real estate capital gain tax?

    It depends on the other forms you have to file. For tax consultation, our hourly rate is $300/hr.

    What are the cost for filing joint Individual tax?

    Our current fees start at $225 and increase by the number of forms you have to file.

    View All 4 Questions

    Review Highlights - Crossroads Planning

    Requested a free consultation, and Tony was very helpful and honest during our online meeting.

    Mentioned in 91 reviews

    Read more highlights

    Gerber Kawasaki Wealth & Investment Management

    Gerber Kawasaki Wealth & Investment Management

    (248 reviews)

    A friend of mine referred me to GK a little over three years ago under the care of Robby Lewis for…read morefinancial advisement. It has been one of the best decisions I've ever made, especially as someone who is generally financially ignorant. I wish I'd done it years ago! Robby is incredibly patient and great at laying out complicated financial terms for me to understand. As someone with severe financial anxiety, he is also great at getting me to understand the value of investing my money and how to best approach it to build a comprehensive portfolio for both a rainy day and retirement. Thanks to his advice, I had a nest egg I was able to dig into while on long term unemployment that I would not have had otherwise. I highly recommend Robby's expertise!

    Robby has been my advisor for about 5 years now, and I love him. He's very patient in explaining…read morefinance and investing in simple terms (I'm a creative and numbers are not my thing lol) and thoroughly answers my questions. All my accounts have grown consistently each year, more than if I had just let my retirement accounts sit on their own. Robby takes the time to stay in touch and schedule periodic catch-up calls to check in on any major changes to my finances that could lead to better investments. As I plan to start my own business, Robby has been the person I trust to guide me on how best to save and manage my money for that move. I happily recommend Robby to anyone looking to grow their money, especially those who are not numbers people like me. Thank you, Robby!

    Secured Income Group

    Secured Income Group

    (1 review)

    I am so thankful that I stumbled across Secured Income Group by accident last year as I was looking…read morefor CD rates online. I took most of my money out of the stock market at that time because I was uncomfortable with the constant ups and downs of my investments. My financial adviser had only made me a 1.5% investment return in the past 5 years and I had paid him well over $20,000 for that pitiful return! So I felt that it was past time to try something different. Everyone at SIG has been so helpful over the past year. The quarterly interest has always been paid of time and their website is very easy to navigate. I would have no problems recommended this company to anyone who is interested in a secure investment with excellent returns. Keep up the great work SIG!

    From the owner: Founded in 1996, Secured Income Group (SIG) is an alternative fixed-income asset manager that has…read morebeen serving high net worth individuals and accredited institutions for over 21 years. Our corporate headquarters have been located in Tustin, CA, for the last 16 years. We offer accredited investors the opportunity to invest in our proprietary Secure Rate™ Term investment, which mimics the function and liquidity of a CD, but at improved yields. It is an excellent way to increase yields on cash deposits in personal savings or IRA accounts. Each Secure Rate™ Term Investment pays a fixed rate, with rates varying from 6.5% to 9% depending on chosen duration. There are no additional fees or charges, and investors may choose to rollover all or any portion of their investment at maturity. The Secure Rate™ Term investment is also IRA qualified, and over 25% of our individual investors use a retirement account to invest.

    Crossroads Planning - financialadvising - Updated September 2026

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