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

Americans don’t like talking about money, but the benefits to personal and financial health are proven. Read this articl...
07/20/2026

Americans don’t like talking about money, but the benefits to personal and financial health are proven. Read this article for ideas on how to get beyond your fear, and then I can help you get started. http://spr.ly/6180B8i90r

Tackling just one financial task each month is a great way to keep your goals on track without feeling overwhelmed. Plea...
07/13/2026

Tackling just one financial task each month is a great way to keep your goals on track without feeling overwhelmed. Please reach out if you'd like to review your personalized plan. http://spr.ly/6188BDmmF4

If you want to cheer on Team USA in person at the 2028 Olympics, let’s talk about how to draft a champion-level trip bud...
07/06/2026

If you want to cheer on Team USA in person at the 2028 Olympics, let’s talk about how to draft a champion-level trip budget. We love seeing you reach your goals with confidence. http://spr.ly/6187B6tsRP

Protecting your family is just one of many benefits life insurance can provide for you and your loved ones. Let’s talk a...
06/29/2026

Protecting your family is just one of many benefits life insurance can provide for you and your loved ones. Let’s talk about other benefits, too. http://spr.ly/6180B8907Y

Financial confidence is about more than just your net worth. Reach out and let’s discuss if you’re on track to meet your...
06/15/2026

Financial confidence is about more than just your net worth. Reach out and let’s discuss if you’re on track to meet your goals. http://spr.ly/6182B86Nyq

530A “Trump” accounts… Looking for a tax-smart way to help set your kids or grandkids up for success? Read up on the new...
06/12/2026

530A “Trump” accounts… Looking for a tax-smart way to help set your kids or grandkids up for success? Read up on the new 530A accounts. Reach out to us so we can talk about how to integrate them into your plan.

Learn how new tax-advantaged accounts can jump-start your child's future. Discover the rules and how to open one.

I can help make sure your budget is ready for a new house or condo. Reach out so you can go house hunting with confidenc...
06/08/2026

I can help make sure your budget is ready for a new house or condo. Reach out so you can go house hunting with confidence. http://spr.ly/6186BBGFm8

A financial plan is like a road map that shows you where you are and how to get where you want to go. But what does that...
06/01/2026

A financial plan is like a road map that shows you where you are and how to get where you want to go. But what does that really mean? Learn more about what’s actually included in a good plan. Please reach out if you’d like to start building your plan. http://spr.ly/6188BBNCvu

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

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1 Smart Way, Suite 101
Baton Rouge, LA
70810

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