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

The best financial plans can weather even the worst economic storms. I can help you overcome uncertainty with confidence...
08/31/2026

The best financial plans can weather even the worst economic storms. I can help you overcome uncertainty with confidence. http://spr.ly/6187B1xnn5

Youth sports are a big investment—and not always in the ways you might expect. Before the next season starts, it’s worth...
08/24/2026

Youth sports are a big investment—and not always in the ways you might expect. Before the next season starts, it’s worth understanding the full financial picture. http://spr.ly/6187BELqLX

Not designating beneficiaries, forgetting about taxes—it’s easy to make mistakes while writing your will if you’re not c...
08/17/2026

Not designating beneficiaries, forgetting about taxes—it’s easy to make mistakes while writing your will if you’re not careful. Please reach out if you have questions. http://spr.ly/6184BEAF5o

Inflation is making this back-to-school shopping season more expensive for most families. Let's talk about how to plan a...
08/10/2026

Inflation is making this back-to-school shopping season more expensive for most families. Let's talk about how to plan ahead so seasonal expenses don't throw off your bigger financial picture. http://spr.ly/6184BEpET2

You’re not falling behind; financial progress looks different for everyone. We can help you move in the right direction....
08/03/2026

You’re not falling behind; financial progress looks different for everyone. We can help you move in the right direction. http://spr.ly/6184BDLua4

Moneymaxxing is just the first step. I can help you maximize your financial life with a plan to reach your full potentia...
07/27/2026

Moneymaxxing is just the first step. I can help you maximize your financial life with a plan to reach your full potential. http://spr.ly/6184BDMUmA

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

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1 Smart Way, Suite 101
Baton Rouge, LA
70810

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