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

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

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

Address

1 Smart Way, Suite 101
Baton Rouge, LA
70810

Website

Alerts

Be the first to know and let us send you an email when Naquin Wealth Planning posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Naquin Wealth Planning:

Shortcuts

Share

Category