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Helping you plan today, so you can enjoy tomorrow.

Helping you plan today, so you can enjoy tomorrow.

Your goals are our goals. Regardless of your age or background, we're here to help you understand your options, build a plan that fits your life, and provide the expertise and support you need — so you can approach life with confidence and clarity. 

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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Simplify the Complexities of Financial Planning

Simplify the Complexities of Financial Planning

With over 30 years of experience, Scott W. Lay, President of SWLay Financial, has one goal in mind for the services his company provides; to take the guess work out the complexities of financial planning for you and your loved ones, ultimately providing confidence in your financial future.


Our team approaches each situation as unique, as we know no person, or couple, is the same nor do they have the same needs or wishes for the future. We treat you like part of our extended family, serving as counselors and true advisors, not pushing our own personal agendas.

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Services

Whether you are seeking assistance with retirement planning, sustainable retirement income, college planning, or investment strategies; contact SWLay Financial today at (314) 238-0151. We will help you connect the dots and take advantage of opportunities that will better leverage your assets so you can get back to what is most important - living and enjoying life.

Retirement

Pursuing retirement dreams in the future requires a strong foundation now.

Lifestyle

From budgeting to cash flow analysis, We'll work to help you live your dream life.

College Planning

We have resources to help you explore savings options and build a plan that fits your family’s goals.

Investment

We know how to create a portfolio designed around your needs.

Take the Next Step

Take the Next Step

Work with wealth management professionals who have your goals in mind.


Call Us

314-238-0151


Address

11600 Manchester Road, Suite 100

Saint Louis, MO 63131