Who We Are
We offer an unbiased approach to helping clients with their individual financial needs, from tax reduction strategies to retirement planning.Learn 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 wealth management services, 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.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Learn about the changes the SECURE Act wrought on inherited IRAs with this concise article.
When considering life insurance, it's important to understand your options.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares the financial impact of leasing versus buying an automobile.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn how to harness the power of compound interest for your investments.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
There are a few things to consider when buying or leasing your next vehicle.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.