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
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Understanding how capital gains are taxed may help you refine your investment strategies.
Tips to avoid checking in luggage on your next vacation.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Do your insurance needs stay the same when the nest empties?
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator will help determine whether you should invest funds or pay down debt.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Here are five facts about Social Security that might surprise you.
Women must be ready to spend, on average, more years in retirement than men.
There are three things to consider before dipping into retirement savings to pay for college.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
There’s an alarming difference between perception and reality for current and future retirees.
How will you weather the ups and downs of the business cycle?