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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Retirement Planning

Preparing for retirement isn’t just about saving—it’s about crafting a strategy that ensures financial security for decades to come. We work closely with you to determine the right time to retire, structure your investments to support future withdrawals, and create a personalized plan that maximizes income while minimizing taxes. From Social Security optimization to safe withdrawal strategies, our goal is to help you retire confidently, knowing your finances are in order and aligned with your lifestyle goals.

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