You’ve worked hard to build a successful career as a corporate professional—now it’s time to make sure your financial strategy is working just as hard for you. At Colburn Wealth Management, we partner with Cardinal Health employees to help them grow their wealth, make the most of equity compensation, and develop long-term financial plans tailored to their ambitions.

This blog is your resource hub, offering actionable insights on everything from investment planning and retirement readiness to tax-smart strategies and estate design. Whether you're facing a pivotal career shift, shaping your legacy, or navigating the complexities of tax law, we’re here to help you move forward with clarity and confidence.

Your financial future deserves thoughtful, strategic guidance. Let Colburn Wealth Management be your trusted ally in building lasting security and success. Dive into our latest insights and take the next step toward financial empowerment.

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Estate Planning

Planning for the future is about more than just growing wealth—it’s about ensuring your assets are protected and passed on according to your wishes. While we don’t draft estate plans, we provide education on key estate planning elements, helping you understand trusts, wills, beneficiary designations, and wealth transfer strategies. By clarifying the options available, we empower you to make informed decisions and, when needed, connect you with experienced estate attorneys who can structure a plan tailored to your needs.

To speak with us, schedule a free web consultation — we’re here to help.