Who We Are
We offer an unbiased approach to helping clients with their entire financial world, from tax reduction strategies to retirement planning. BrokerCheckLearn More
Who We Serve
Working with small and mid-sized businesses, we offer resources and customized strategies designed to help your business operate more efficiently.Learn More
How We Work
Through our holistic process, we leave no stone unturned, addressing where you are today and where you want to be five, ten, and twenty years down the road.Learn More
Financial Guidance Every Step of the Way
When making financial decisions for yourself, your family, or your business, knowledge and solid strategies really matter. At Commonwealth of Atlanta LLC, we understand how overwhelming and confusing it can be to make critical financial decisions if you aren’t well-versed in the markets or have the time to proactively manage your portfolio. As a business and financial services firm offering comprehensive wealth management, we can work with you every step of the way.
Through a holistic discovery process that examines your entire financial picture, we can help you create a path that guides you from today’s financial situation to tomorrow’s goals. Based in Atlanta, Georgia, we work with clients in our local area as well as throughout the country. Contact us today to learn more about how we can help you prepare for tomorrow.Contact Us
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Healthy habits are one of the greatest gifts to give your child.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Ascertaining the value of your business is important for a variety of reasons.
Don't let procrastination keep you from pursuing your financial dreams and goals.
This calculator demonstrates the power of compound interest.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how long your retirement savings may last using various monthly cash flow rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess how many days you'll work to pay your federal tax liability.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Understanding the cycle of investing may help you avoid easy pitfalls.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Taking your Social Security benefits at the right time may help maximize your benefit.
How will you weather the ups and downs of the business cycle?