Our profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. We help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how we can help you move closer to your financial goals.


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Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Intergenerational Planning
  • Business Retirement Plans
  • Financial Planning for Small Business
  • Social Security Retirement Benefits
  • Investments
  • Charitable Giving Strategies
  • Retirement Plan Distribution
  • Sustainable and Responsible Investing
  • Insurance
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Executive Compensation and Benefit Strategies

Awards & recognition

  • OsborneKlein, Ameriprise Client Experience Award, 2021, 2023
  • Jason Klein, Barron's Top 100 Independent Financial Advisors, 2024, 2025
  • Jason Klein, Ameriprise Circle of Success Chairman's Advisory Council, 2022, 2023, 2024, 2025
  • OsborneKlein, Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026
  • Jason Klein, Ameriprise Circle of Success, 2006-2025
  • Shaun Osborne, Ameriprise Circle of Success, 2005-2025
  • Shaun Osborne, Forbes Best-in-State Wealth Advisors, 2019-2026
  • Jason Klein, Forbes Best-in-State Wealth Advisors, 2019-2026
  • Shaun Osborne, Ameriprise Circle of Success Diamond Ring, 2017
  • Paul Mysliwiec, Ameriprise Circle of Success Hall of Fame, 2018
  • OsborneKlein, Best and Brightest Companies to Work for in the Nation , 2020-2025
  • OsborneKlein, Best and Brightest Companies to Work for in West Michigan, 2017-2025

Community participation