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
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
A Reminder of Why It's Important to Take a Long-Term View
The recent market drop is an important reminder of why it's important to take a long-term view.
It's important to understand how inflation is reported and how it can affect investments.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
There’s a link between debt and stress.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Assess how many days you'll work to pay your federal tax liability.
This calculator helps estimate your federal estate tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to compare the future value of investments with different tax consequences.
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.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Around the country, attitudes about retirement are shifting.
Making the most of surprises is a great reason to work with us.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.