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.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
As our nation ages, many Americans are turning their attention to caring for aging parents.
It's important to understand how inflation is reported and how it can affect investments.
Technology tips to make your next trip even better.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator demonstrates the power of compound interest.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This questionnaire will help determine your tolerance for investment risk.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A special needs trust helps care for a special needs child when you’re gone.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Here is a quick history of the Federal Reserve and an overview of what it does.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.