Naquin Wealth Planning

Naquin Wealth Planning Kelly Naquin Anderson & her team create financial security for families, professionals, & businesses Strategic. Integrated. Planning.

One of the most amazing things to hear as a financial advisor is, “I’ve never told this to anyone before.” I often hear this a lot and no matter if it is a positive or negative experience they are relaying, it is an honor to have my business built on this foundation of trust, confidentiality, and communication. Our team creates an environment where questions can be asked, vulnerabilities happen of

ten, anxieties are shared, wins are shared, and our team partners with you to move forward on accomplishing your desires and solving problems. In a world where we are so digitally engaged, we need real human connection more than ever. People are my favorite and I love to connect with others to inspire change and build companionship. My superpower is listening to help others uncover their key visions and concerns so my team can implement optimum solutions for their specific needs. Helping others move forward and accomplish their desires is an honor. In addition to helping my clients through their journey of life, I am constantly learning, growing, and evolving as well to provide the expertise required for serving clients’ most important personal and business goals. Earning the ChFC, CLU, RICP & LUTCF designations from the American College has positioned and enhance my value for our clients and community. More about Kelly...
•LSU alumna
•Going on two years of being a crazy plant lady
•Financial Advisor with Northwestern Mutual since 2010
•Earned her LUTCF, CLU®, ChFC®, and RICP® designations from the American College
•NAIFA Quality Award Winner
•Member of the Estate and Business Planning Council of Baton Rouge
•Plays soccer at the Baton Rouge Soccer Club
•Attends yoga studio 90

Community is important...
Kelly and her team have participated in raising funds and volunteering for:
•The Salvation Army of GBR (Advisory Board, Volunteer)
•Board for Downtown Business Association
•President of the Estate and Business Council of Baton Rouge
•St Theresa of Avila Catholic Church finance committee

Your child’s future may not follow a single path—and your savings strategy shouldn’t either. Read this article to learn ...
05/18/2026

Your child’s future may not follow a single path—and your savings strategy shouldn’t either. Read this article to learn how to build a plan that fits your family’s needs. http://spr.ly/6187BBuFgt

Young households are spending less and saving more. Read this article for ideas on how you can take control of your fina...
05/11/2026

Young households are spending less and saving more. Read this article for ideas on how you can take control of your finances, and then let’s connect so we can build a plan that’s tailored to your goals. http://spr.ly/6187BB3d3S

I can guide you through major milestones like sending the kids off to college. Reach out if you’d like to discuss the de...
05/04/2026

I can guide you through major milestones like sending the kids off to college. Reach out if you’d like to discuss the details. http://spr.ly/6187BBK7eF

04/27/2026

Here are the new 401(k) contribution limits for 2026. Learn more about what this might mean for your overall retirement strategy. http://spr.ly/6187B6zthZ

Americans dream of retiring comfortably with $1.46 million, but many aren’t saving enough. Let’s take the guesswork out ...
04/20/2026

Americans dream of retiring comfortably with $1.46 million, but many aren’t saving enough. Let’s take the guesswork out of your future by creating a clear retirement savings plan just for you. http://spr.ly/6189B6WQ2F

Life insurance isn’t one-size-fits-all. Let’s talk about how your income, debt and family goals impact your coverage nee...
04/13/2026

Life insurance isn’t one-size-fits-all. Let’s talk about how your income, debt and family goals impact your coverage needs. http://spr.ly/6189hCzUR

Many people rely on life insurance through work, but it’s often not enough. We can help you review your coverage and bui...
04/06/2026

Many people rely on life insurance through work, but it’s often not enough. We can help you review your coverage and build a strategy that protects what matters most. http://spr.ly/6181B6uwCv

Don’t let tax season surprises derail your financial plan. Learn what you need to know about living and working in diffe...
03/30/2026

Don’t let tax season surprises derail your financial plan. Learn what you need to know about living and working in different states. http://spr.ly/6188B6KgKy

When it comes to taxes, different retirement accounts work in different ways. Please reach out if you’d like to discuss ...
03/23/2026

When it comes to taxes, different retirement accounts work in different ways. Please reach out if you’d like to discuss how you can use this to your advantage. http://spr.ly/6186hH5Ce

A bonus is a great perk—but it can help to understand how it’ll get taxed. http://spr.ly/6189hq2IL
03/16/2026

A bonus is a great perk—but it can help to understand how it’ll get taxed. http://spr.ly/6189hq2IL

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1 Smart Way, Suite 101
Baton Rouge, LA
70810

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