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
How does your ideal retirement differ from reality, and what can we do to better align the two?
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
At what point can you call a personal vehicle commercial?
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
What kind of auto insurance should you have? Do you know?
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Beware of these traps that could upend your retirement.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much you have the potential to earn during your working years.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate your monthly and annual income from various IRA types.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
What if instead of buying that vacation home, you invested the money?
Do you have causes that you want to support with donations? Here are three tips.
Understanding the cycle of investing may help you avoid easy pitfalls.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.