Kelly Naquin Anderson & her team create financial security for families, professionals, & businesses.
Strategic. Integrated. Planning.
In an ever-changing, tax-challenged landscape, we are delivering significant value to our clients by purposefully adapting within the steps they have already taken. My team of business partners and I employ "planning plus" to enhance our clients' positioning. Clients can leverage our brainstorming, foresight, teaching, and thoughtful design to achieve a more strategic integrated plan adaptable to their priorities, wants, and challenges to create relative advantage.
We have an encompassing process that we operate on our clients behalf to deliver optimized planning. Particularly our access to world-class products is a powerful advantage allowing options for our clients to implement timely for their purposes.
For our younger clients who are taking their first steps in their journey, we are educating them and helping them lay their foundation for success to evolve.
More about Kelly...
LSU alumna
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
Community is important...
Kelly and her team have participated in raising funds and volunteering for:
-The Salvation Army of GBR (Advisory Board, Development Committee, Volunteer)
-Alex's Lemonade Stand for childhood cancer research
-Live 2 Serve
-BR Food Bank
-Catholic Charities
-St Theresa of Avila Catholic Church initiatives
