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.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
Five phases to changing unhealthy behaviors.
Taking regular, periodic withdrawals during retirement can be quite problematic.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much of your Social Security benefit may be considered taxable.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator demonstrates the power of compound interest.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The decision whether to buy or rent a home may have long-term implications.
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.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
That big list of dreams and goals isn't the only way to look at your bucket list.
When do you need a will? The answer is easy: Right Now.