Crossroads Planning

Crossroads Planning

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GETTING STARTED

We want a long-term relationship with our clients. We are not (only) stockbrokers; therefore, we are not transaction-oriented. We offer a no-obligation introductory meeting. We will estimate the financial planning fee after our introductory appointment. We charge hourly or flat fees for many services.

Photos from Crossroads Planning's post 03/27/2026

The Federal Reserve (Fed) concluded its March 2026 meeting by deciding to hold interest rates steady at 3.50%-3.75%. But what does this mean for everyday Americans? Swipe through to learn more.

Know that we are closely monitoring key economic data and policy shifts. As always, if you would like to talk through your current strategy, don’t hesitate to give us a call. We are here as a resource for you.

Photos from Crossroads Planning's post 03/13/2026

Last month gave investors plenty to weigh. Job growth held firm, corporate earnings delivered again, and inflation ticked back up. However, at the end of the month, real geopolitical instability emerged, with potential implications for markets. Swipe through for more information.

As always, reach out to our team with any questions or needs. We are here as a resource for you.

Photos from Crossroads Planning's post 02/27/2026

On February 20, 2026, the Supreme Court issued a significant ruling on tariffs imposed by the Trump administration under the International Emergency Economic Powers Act (IEEPA). Swipe through for a breakdown of what happened, what it means, and what to watch moving forward.

As always, we are monitoring developments and their potential impact on markets and the broader economy. If you have any questions or would like to discuss your current strategy, please don’t hesitate to reach out. We’re here to help.

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Address


765 The City Drive S. Ste 390
Orange, CA
92868

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm