Who We Are
We offer an unbiased approach to helping clients with their individual financial needs, from tax reduction strategies to retirement planning.
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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.
Learn MoreFinancial 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.
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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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Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
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This calculator helps estimate your federal estate tax liability.
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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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This calculator compares the net gain of a taxable investment versus a tax-favored one.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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A presentation about managing money: using it, saving it, and even getting credit.
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Here’s a crash course on saving for college.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Retirement Accounts When You Change Your Job
This video discusses issues related to your retirement accounts when you move on from your job.
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A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
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There’s an alarming difference between perception and reality for current and future retirees.