3 Best Financial Services in Orange, CA

“Crossroads Planning, LLC aspires to help its clients lower their tax liability and optimize their finances through the use of innovative and creative financial planning. Tony T. Chan is the Registered Investment Advisor of Crossroads Planning, LLC. Tony has more than ten years of experience in financial planning and tax services. Upon graduating from California State University, Fullerton with a Bachelor's Degree in Finance with a minor in Military Science, and after receiving his commission from California State University, Fullerton Army ROTC, he decided to pursue his goal of becoming a Certified Financial Planner™ practitioner. He is also a proud member of the Orange County Financial Planning Association, the National Association of Personal Financial Advisors, and the XY Planning Network.”

“Keep It Simple Financial Planning is an independent, fee-only advisory firm, serving clients across the United States. Jason J. Hamilton, CFP®, CRPC®, CBDA is the founder of Keep It Simple Financial Planning. Jason integrates flow science with wealth management principles to help clients optimize their financial potential and transform their relationship with wealth. Keep It Simple Financial Planning provides a clear, personalized path to financial freedom, designed around your unique life goals. They specialize in guiding professional women, individuals approaching or in retirement, and those with a growth mindset toward their financial goals. They are dedicated to providing you with the utmost level of service and support, helping you navigate your financial future with confidence and peace of mind.”

“Scott Eichler specializes in assisting clients with strategic allocation of lawsuit resources for plaintiffs and attorneys. He is committed to simplifying wealth planning by overseeing investment analysis and legal coordination for his clients. His goal is to help clients create effective portfolios, minimize expenses, optimize tax strategies, and attain financial freedom. Through discussions and documentation, Scott Eichler analyzes the landscape of your finances to understand your goals, challenges, and current resources. He supports you through proactive quarterly reviews and meetings as needed, always by your side.”