Naquin Wealth Planning
Kelly Naquin Anderson
Wealth Management Advisor and Founder|LUTCF®, CLU®, ChFC®, RICP®
Connecting. Protecting. Growing. Strategizing.
Why Work with Naquin Wealth Planning
Meet with Naquin Wealth Planning
At our core, we believe that people need simple financial security guidance and wealth planning. The world is full of information overload. We cut through the clutter, providing our clients actionable recommendations.
Our planning philosophy is rooted in transparency, trust, and empowerment. We believe that everyone deserves access to straightforward, reliable financial guidance from a team they can trust.
If you are looking to optimize your current security and wealth strategies, our team provides you with the guidance and support needed to achieve your visions. Let us be your trusted partner in simplifying the complexities of financial planning and helping you secure the future you desire.
Continuing Education that Helps You Grow
Helping You Grow
With a commitment to staying informed and up to date on financial trends, Naquin Wealth Planning provides clients with the most accurate and trusted advice for their wealth management needs.
ChFC® - Chartered Financial Consultant®
Dives into the essentials of financial planning including income taxation, retirement planning, investments, insurance, and estate planning. The program also addresses the areas where financial planning can dynamically change, like behavior and psychology in finance, financial planning for families with a member with special needs, changing family demographics and small business planning including business succession planning and executive and employee benefits.
RICP® - Retirement Income Certified Professional®
This designation further equips advisors with knowledge to effectively manage the transition from asset accumulation to creating a retirement income plan. This is aimed at delivering intelligent strategies for creating a secure, sustainable income for a client's retirement. These courses look at practical ways to structure effective retirement income plans that go beyond investment portfolio management.
CLU® - Chartered Life Underwriter®
This is the premier designation for insurance professionals and is the profession's standard of excellence. There are eight college-level courses required to obtain this designation which is a comprehensive approach to insurance planning. This includes a particular focus on ethics and commitment to the client and the designation carries a distinguished reputation backed by security and stewardship.
LUTCF- Life Underwriter Training Council Fellow
This multi-course study provides a background in the fundamentals of risk management planning of multiple insurance solutions. There is also a focus on practicing management to build a sustainable financial services career.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
