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Commonwealth of Atlanta LLC - Atlanta, GA

Call Us: (678) 842-3100

 
What's your next financial step? Where will your financial plan take you? Who will guide you to financial freedom? How do you picture your retirement?

Who We Are

 

We offer an unbiased approach to helping clients with their entire financial world, from tax reduction strategies to retirement planning. BrokerCheck

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Who We Serve

 

Working with small and mid-sized businesses, we offer resources and customized strategies designed to help your business operate more efficiently.

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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.

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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.

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Public Sector/Business Owners

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Physicians 

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OUR PRIORITY 

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.

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Value vs. Growth Investing

Value vs. Growth Investing

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Use this calculator to estimate your capital gains tax.

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5 Smart Investing Strategies

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There are a number of ways to withdraw money from a qualified retirement plan.

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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

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Estate conservation is too important to put off. Do you have a smart exit strategy?

Should You Tap Retirement Savings to Fund College?

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There are hundreds of ETFs available. Should you invest in them?

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