Start Here · No Obligation

Let's Start the
Conversation

The initial consultation is complimentary. No forms to fill out in advance, no pressure to make any decisions — just an honest conversation about where you are and where you want to go.

Get in Touch

Clarity Doesn't
Come From Waiting.

A single honest conversation about your financial picture costs nothing — and can help clarify your next steps. We don't give generic advice or push proprietary products. We listen first.

Office

1948 East Whipp Road, Suite D
Kettering, OH 45440

Phone

(937) 432-6585

Email

info@bayerfinancialgroup.com

Office Hours

Monday–Friday, 9:00am–5:00pm EST

1948 East Whipp Road, Suite D
Kettering, OH 45440Located in Kettering, just off I-675 — serving families throughout Dayton and Southwest Ohio.

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Tell Us a Little
About Your Situation

Your information is kept strictly confidential. The initial consultation is complimentary with no obligation. BFG will reach out within one business day.

Before We Meet

Questions Worth
Thinking About First

You don't need to have the answers — just noticing the questions is a good starting point. These are the kinds of things we explore together in our first conversation.

Do I know if my advisor is a fiduciary?
Do I understand how my current advisor is paid?
Can I explain what's in my portfolio and why?
Do I have a written plan tied to my life goals?
Am I on track to retire when I want to?
Do I know exactly how much I'm paying in total fees?
Is my plan accounting for taxes and inflation?
Do I have an estate plan in place?

If you answered "I'm not sure" to any of these, that's exactly the conversation BFG is designed to have.

We Look Forward to
Meeting You

The Bayer Financial Group, LLC — 1948 East Whipp Road, Suite D, Kettering, OH 45440

Call (937) 432-6585Email Us