Lia Bertelson
CFP®
Together Planning
Financial Planner
Lia Bertelson
CFP®
Together Planning
Financial Planner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Lia Bertelson, CFP®
Fee-Only financial planner located in Roswell, GA, serving clients locally and across the country
Lia Bertelson is a Roswell, GA fee-only financial planner. Together Planning provides comprehensive financial planning and investment management to help busy professionals, pre-retirees, and retirees organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Lia Bertelson is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Lia Bertleson is passionate about helping women and families make financial decisions that will help them get the most benefit from their hard work.
After graduating from UNC with a degree in Business Administration in 1999, Lia moved to Atlanta for a job in corporate banking. There, she developed skills in analyzing financial statements and evaluating credit worthiness of a wide variety of companies. She loved seeing how things are made on factory tours, but she finds her current work with individuals and families to be more meaningful and personally rewarding.
Lia became an investment advisor with Together Planning in 2016 and earned the CERTIFIED FINANCIAL PLANNER™ designation in 2018. She is a member of the Financial Planning Association and the National Association of Personal Financial Advisors.
Her personal sense of connection with the world around her aligns with work in developing Socially Responsible Investment plans for our clients. She has also developed Together Planning’s college planning practice to help our clients prepare for the cost of education, often one of their highest priorities.
Lia lives in Roswell, Georgia with her husband Mike and their two sons. Her work in the community centers around volunteering in their public school and at their church. On the weekends, you can find her relaxing in nature, watching the boys play baseball, or traveling to meet their goal of visiting all fifty states together.
Lia Bertelson is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
What if you had an adviser that helps you prepare for each and every situation that comes your way? And what if they helped you make a plan that keeps you on track to reach your goals even when something unexpected happens? And what if they only looked out for your best interest?
Welcome to Together Planning, a fee-only, independent, financial planning and investment firm.
At Together Planning, we strive to empower our clients with confidence about their financial future. Utilizing our experience and progressive technology, we help them answer their complex questions so that they can worry less and enjoy their lives more.
- How soon can I retire?
- Am I saving enough?
- When should I take Social Security?
- What is the best way to pay for my kid’s college?
- Is my money invested appropriately to meet my goals?
- Do I have enough insurance or am I spending too much on insurance?
- Should I pay off my student loan or mortgage ahead of schedule?
These are just some of the myriad of questions you will likely face throughout your life and there are many more. Let us be your guide. With Together Planning you will get…
- A team of advisers who know you personally—your priorities, your family, your goals, your fears
- Flexible meetings
- Access to your adviser via phone, email, and text at any time
- Transparent solutions, transparent fees
- A secure client portal with access to all of your accounts, documents and meeting notes
- An always-current financial plan
- Reminders to complete financial tasks
- Advice on all financial topics
- Annual reviews to check progress
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners
- Executives
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Lia Bertelson is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Lia Bertelson is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Lia Bertelson is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Lia Bertelson
Office Locations:
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599 W. Crossville Road
Suite 107
Roswell, GA 30075-7657
