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.
The Three Keys to a Great Password
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Your credit score may influence how much you pay for auto and home insurance.
What does the Tax Reform and Jobs Act mean for you?
Simple steps may help you foil hackers and protect your privacy.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Learn about the risks of not having health insurance in this informative article.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess how many days you'll work to pay your federal tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the financial impact of leasing versus buying an automobile.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Make your retirement as exciting as your next vacation.
Do you have causes that you want to support with donations?
A special needs trust helps care for a special needs child when you’re gone.
It’s never a bad time to speak with your financial professional about changes in your situation.
For women, retirement strategy is a long race. It’s helpful to know the route.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.