Naquin Wealth Planning
Kelly Naquin Anderson
Wealth Management Advisor and Founder|LUTCF®, CLU®, ChFC®, RICP®
Connecting. Protecting. Growing. Strategizing.
Reach your new level of financial confidence.
I approach financial planning differently. Not only can I help you grow your money, but also protect everything you've worked so hard for-so your finances can take you further.
I'll look at where you are now, and where you want to go, tailoring your plan from a range of financial options designed to reinforce each other to get you there. Giving you the confidence to live the way you want now, and down the road. Here's what I can help you with:
Protection strategies
Wealth accumulation
Managing tax advantages
Optimizing retirement
Leaving a legacy
Charitable planning
Areas of Expertise
Retirement Planning & Income Strategies
Investment Planning & Strategies
Tax-Efficient Strategies
Insurance Protection Strategies
Education Planning & Funding
Estate Planning
Business Employee & Executive Benefits Planning
Business Planning & Succession
Financial planning
Our financial planning conversations don't begin with your finances. Instead we start with you - your life, your family, your priorities, and goals. Once we have your big picture in focus, we'll tailor a plan from a range of financial options using multiple strategies designed specifically to help get you to where you want to be.
Retirement planning
We tailor your plan to fit you and your goals with a range of financial options. From insurance for protection to strategies for growing your money and providing more flexibility, we'll help you live the retirement you always wanted.
Business planning
No matter if your business is big or small, we'll work hard to help you grow. From protecting against risk and managing growth, to attracting and retaining top talent, we have a range of solutions designed for you and your employees.
Education funding
With the cost of school continuing to rise, it's more important than ever to have a plan to pay for it. From strategies for saving and funding education to how whole life insurance can play a role, we can help you understand your options.
Estate planning
We can help you coordinate with your other advisors like attorneys, accountants, and tax professionals to do things like set up trusts, minimize taxes, and administrative costs that can protect the legacy you leave behind.
Business Owners - What Keeps You Up at Night?
You can efficiently dovetail the financial planning needs of your family with the needs of your organization.
The four stages of business development are:
Start-up: The startup phase of a business can be the most exciting, but also the leanest financially. However, the four basic needs are evident even at this early stage of development. Do not overlook them.
Growth: Now we are on a roll! Expanding, hiring, never enough time! During a growth stage of your business, and you could experience several over the life of your business, it is a good time to review your financial security needs and determine if you’re comfortable with the plans and programs you have in place for yourself and your business.
Maturity: Now we are on cruise control! At the maturity stage, your business is not only successful but financially prosperous. You can afford the icing on the cake and provide more benefits to employees who helped grow your business and reward yourself by making sure that your personal financial needs and goals are being met.
If you are thinking it is time to retire and exit the business, you are also thinking about your exit strategy.
Transfer: At this phase, we face some hard choices—both economically and emotionally. How will we successfully realize the value of what we have built for ourselves, our family, our key employees, and even our community?
No matter where your business is within its life cycle, we recognize that the goals you have for your business and personal life are intertwined and we can help you protect and plan for them.
Long-term care: have more choice and control.
Have more freedom and control to choose where you could get care should a chronic illness or disabling injury prevents you from living on your own, no matter how old you are.
Special needs planning
Caring for a loved one with special needs can present unique challenges. We can help you navigate complex considerations and assemble the right team including experts in law, social services, and more, to help you provide the highest possible quality of life for you and your loved ones.
