We provide clear financial statements and educational materials empowering our clients to control their financial future. We provide customized plans and investment strategies to meet the needs of you and your family or business. As a fee only fiduciary our clients can take comfort knowing their financial interests come before our own.
Services
Colburn Wealth Management is an independent registered investment advisor and fee-only financial planning firm. We provide guidance on investment management and financial planning customized to meet the needs of individuals, families, and small businesses. Our mission is to empower you to reach your financial goals whether they are personal, philanthropic, or legacy related.
Dan Colburn is founder of Colburn Wealth Management, LLC. He is Series 65 certified with the State of Ohio as a Registered Investment Advisor representative and a member of the Financial Planning Association. Dan holds a Bachelor's of Business from Mount Vernon Nazarene University and a Master of Business from Franklin University.
Our philosophy is simple: Provide transparency, excellent personal service, and empower you to reach your financial goals. Doing these three things well creates a rewarding investment experience for ourselves and our clients. Transparency is very important to us. We have clear, easy to understand fees and investment statements to ensure you know exactly what you are paying with nothing hidden and no surprises.
Colburn Wealth Management provides wealth management and financial goal planning services customized to meet your specific needs. Comprehensive Financial Planning - CWM will construct a comprehensive plan based on your individual risk tolerance, financial goals, resources, and time horizon.
Current assets, future contributions, estimated social security income, etc are taken into consideration to determine the likelihood of meeting your stated financial goals and specific recommendations are then provided to assist the client with better meeting these goals.
Current assets, future contributions, estimated social security income, etc are taken into consideration to determine the likelihood of meeting your stated financial goals and specific recommendations are then provided to assist the client with better meeting these goals.
For a comfortable retirement, you certainly must be able to pay your basic living expenses, without worrying about running out of money. But a truly satisfying retirement lifestyle would also include sufficient money to pay for other purchases and activities that go beyond your basic needs. That's what makes retirement fun.
Reviews (1)
Joe Brune
Dec 25, 2017
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