At Together Planning, we help people worry less and enjoy
their lives more, through holistic financial planning and
thoughtful investment management strategies.

today. tomorrow. together.

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WHY DO PEOPLE HIRE US?

We Put People Before Everything Else

Fee Only

As fee-only advisors, we accept no commissions and are compensated directly by our clients. We value this fee structure for its fairness and transparency.

CFP® Professionals

Certified Financial Planner® professionals have met extensive training and experience requirements, and commit to CFP Board’s ethical standards.

Fiduciary Oath

As a Registered Investment Advisor, Together Planning is duty-bound to serve as fiduciaries to our clients, acting solely in their best interest.

Strong Relationships

We are focused on building strong relationships with our clients. We value what is important to you, and we want to help you accomplish your goals.

WHAT WE DO

We help you achieve your goals

Integrated Financial Planning
and Investment Management

We offer comprehensive financial planning and investment management for individuals and families who want continuous, in-depth support. With this service, we can take financial planning a step further by executing action items for you: keeping your plan up to date, managing investment accounts, handling forms, and coordinating with your other professionals. We are proactive in scheduling regular periodic reviews, and you will have unlimited access to your financial planner included in your investment management fee.

Standalone Financial Planning

Our standalone financial planning service is designed for do-it-yourself investors to develop a clear, actionable financial plan. We provide comprehensive advice across a wide variety of planning topics customized to your specific circumstances. There is no limit to the complexity that can be addressed by our standalone planning service, and you only pay for what you need. After your initial plan, if something should change with respect to your goals, your income, or your family’s needs, you can always engage Together Planning for plan revisions and reviews.

TESTIMONIALS

What clients are saying

Working with Together Planning is like working with your best friends! I’ve worked with Jud, Lia, Tom and Melissa for over 10 years. While the company has grown through their success, the team remains dedicated to individual client care. They represent a level of professionalism that is rare in the financial planning market. We look forward to our next 10 years with Together Planning.

Together Planning has been wonderful for my husband and myself. They are very pleasant to work with and very easy to reach. No question is to small to ask and usually they return your calls in a timely manner. I would highly recommend their firm.

Couldn’t be happier with Lia and Jud as our financial planners for almost three years. They’re super easy to work with, really know their stuff, and actually take the time to make sure everything makes sense. No pressure, no confusing jargon—just solid advice and people who genuinely care. We feel way more confident about our finances now and would 100% recommend them to anyone looking for great financial planners.

Jud is an honor to his father’s life time of service. I trust them and respect their commitment. There are few truly good people in this life. Jud is one of them.

Been with Together Planning for a few years now and they are great to work with. They are dedicated and work with you on all your financial and estate planning. After retiring we consolidated our investment accounts with them and have not looked back!

Lia and Jud at TP’s Gainesville office have been working with us for a couple years to simplify our finances and reduce our paperwork and worry going into retirement. They’ve been enormously helpful. We are delighted to have found them.

Jud and his staff are some of the friendliest people I’ve had the pleasure of doing business with. I highly recommend his team to anyone looking to secure an intelligently planned out financial future.

We have used fee-only advisors for the past 30 years across three states. When our last advisor decided to retire, we searched several fee-only planning/investment firms in Jacksonville. We were blessed to find Together Planning. The relationship with Jud and his staff was comfortable from the start and in the 5 years we have benefited from their sage advice, we have never questioned their approach. We are, by nature, extremely conservative in our spending but Jud helped us, through the financial tools they provide, to worry far less and enjoy our life more. You can’t ask for much more than that.

This group is excellent and getting your family planning and finances together. They have been a wonderful help to my wife and I during the time when we need help and family planning and estate planning Jud and his group are the best that I know. Thank you again for your help and good luck in this next year of planning and for your customers thank you.

I was referred to Together Planning by a very close friend who has been with them for a long time. Jud and team in the Jacksonville office have been amazing! Anytime I have a question or need their help, they are always there! I am so grateful for their support and fantastic work with my retirement account and helping me plan for the future! Thank you so much Jud and team!!

It can truly be said of Together Planning they look out for their clients first! I have been dealing with TP since inception and have never looked back. Jud and his team are the best!

I had always heard there were benefits to engaging a financial planner but was skeptical, thinking that I could plan my own finances. Then we met Lia at Together Planning. She not only went through everything with us, she had specific suggestions on how to save money, plan for the future, and most important to us – she gave us confidence we’ll be able to afford retirement one day. She even gave us advice on insurance, benefit enrollment, and taxes. I highly recommend Together Planning to anyone considering financial planning!

Together Planning is a family-owned financial group that provides dedicated, personalized, and tailored financial planning and investment services. Lia, from the Roswell office, has been our advisor for the past 10 years, and we could not be more pleased with her guidance. She consistently helps us make sound investment decisions, identifies opportunities to reduce taxes, and offers thoughtful insights and strategies to help us achieve our retirement goals.

We truly feel well taken care of by Lia and the entire team at Together Planning. One of the things we value most is that you work with real people—there’s no navigating automated systems for 10 minutes just to speak with someone.

We highly recommend Lia and the team for anyone seeking attentive, knowledgeable, and trustworthy financial guidance.

Lia Bertelson is a knowledgeable and friendly person who makes the tricky road to retirement planning easier to navigate. She’s organized and well prepared for every planning session.

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Together Planning has not provided any compensation for the testimonials shown. The testimonials are offered by current clients. Those shown have been selected from among all client feedback. To our knowledge, no other conflicts of interest exist regarding these testimonials.

WHO WE ARE

Get to know our team

Our small team size means that we work together for our clients, collaborating to provide a high level of personal service to our clients. When you hire us, you get the whole team working on your side.

Meet the team

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