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For over a decade, S. Andrew Walton Investment Planning has been in the business of helping put people's minds at ease when it comes to their money. We help people work toward the goals they cherish—and we love doing it. Every day, there's yet another reward that keeps us coming back to work enthusiastically. Seeing the relief and confidence in our clients' faces when they realize their money is working effectively for them. Hearing from them that they have more confidence because they're not worrying so much about the future. Getting postcards from clients who are on their dream vacations and just wanted to say “hi.”

We hope you'll give us the chance to help you target your dreams . . .
If you're not currently acquainted with our firm, we've established this website as a way for you to get to know us and understand how we can help you get to the point where you don't have to worry about whether your money is doing right by you. So look around and feel free to ask questions. Thank you for your interest in S. Andrew Walton Investment Planning, and we sincerely look forward to getting to know you.

As a client, you may easily access your account, get up-to-date information about the stock markets, and view useful resources that can help empower you to be a more knowledgeable investor. You are truly appreciated, and we hope you'll utilize our site. Please let us know what we can do to better serve you and how we can be a continued source of assistance. 

Thank you!

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Which College Savings Plan Is Right for You? Learn the advantages and drawbacks of three college savings plans.

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Last Updated: 12/11/17

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