Tax Planning & Compliance
Whether you're an individual or operate a multi-tiered corporation or partnership, our tax strategists can accommodate your needs.Learn More
We can provide you with valuable information to help you make important financial decisions, when planning or investing for your families future.Learn More
With the Kelsey Osborne Interactive Network (KOIN) you can access all of your data 24/7 from our website through the KOIN.Learn More
Accounting & Business Consulting
Our accounting services will provide a thorough financial analysis which will give you better visibility into the factors driving your business.Learn More
Understanding Today’s Financial Environment
Welcome, we’re Kelsey Osborne, a financial services organization in Madelia, MN. We understand that individuals face unique challenges as they live, work, operate a business, and prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is increased profitability, succession planning, preparing for retirement, or estate planning strategies, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.Contact Us
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Do you know where the idea of “retirement” comes from?
The item most homeowners forget on their home improvement project checklist is insurance.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to estimate your capital gains tax.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Do you know these three personal finance sayings?
A special needs trust helps care for a special needs child when you’re gone.
Are Real Estate Investment Trusts right for your portfolio?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
There’s an alarming difference between perception and reality for current and future retirees.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.