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
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
It's important to understand how inflation is reported and how it can affect investments.
Tips to avoid checking in luggage on your next vacation.
Beware of these traps that could upend your retirement.
Why have the markets been so volatile recently?
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your capital gains tax.
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.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Explaining the SECURE Act and how the changes affect your retirement strategy.
Learn how to harness the power of compound interest for your investments.
Making the most of surprises is a great reason to work with us.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Investors seeking world investments can choose between global and international funds. What's the difference?