The Bayer Financial Group, LLC

The Bayer Financial Group, LLC The Bayer Financial Group, LLC is a full-service, independent, financial planning company.

Our primary goal is to help you accumulate wealth while reducing taxes. Independence makes us uniquely suited to help our clients’ without extraneous pressures to sell a product or service. We offer an extensive planning process designed to help you identify challenges facing your financial future. We are so confident in our ability to help bring clarity and peace of mind to your situation, that w

e are willing to meet with you at no cost. Simply fill out the Contact Us tab and a service team member will be in contact to begin the process of evaluating your needs and getting to know each other. Securities (and Advisory Services) offered through Harbour Investments, Inc. Securities Licensed in (list states) Comments do not represent the views or opinions of Harbour Investments Inc or its affiliatedrepresentative, but are the views of those posting to this public page
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How long will it actually take to pay off that credit card? See the timeline and total interest costs—then decide if you...
06/25/2026

How long will it actually take to pay off that credit card? See the timeline and total interest costs—then decide if you want to speed things up.

Find out how long it may take to pay off a credit card balance and what it costs in interest.

Where there's a will there's a way. Don't leave your estate unattended—update your documents.
06/24/2026

Where there's a will there's a way. Don't leave your estate unattended—update your documents.

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

How does life change after retirement? This infographic explores the lifestyle and financial shifts many retirees experi...
06/23/2026

How does life change after retirement? This infographic explores the lifestyle and financial shifts many retirees experience in their first year.

A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.
06/20/2026

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.

Five phases to changing unhealthy behaviors.

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing mone...
06/18/2026

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing money like a Retirement Plan Detective!

Watch this fun video for tips on how to search for missing money.

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by th...
06/17/2026

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by the time you retire.

See how catch-up contributions after age 50 could significantly boost your retirement balance.

When considering a record keeping system for your business, you need to ask yourself some very important questions
06/16/2026

When considering a record keeping system for your business, you need to ask yourself some very important questions

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA...
06/13/2026

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA to a Roth IRA. Talk to your financial professional to see if it makes sense for you.

Use this article to start conversations about the “backdoor” Roth IRA strategy.

Roth or traditional—which 401(k) option makes more sense for you? This side-by-side comparison helps you think through t...
06/11/2026

Roth or traditional—which 401(k) option makes more sense for you? This side-by-side comparison helps you think through the tradeoffs based on your tax situation.

Compare Roth and traditional 401(k) options to see which may work better for your situation.

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding.
06/10/2026

You can start Social Security benefits as soon as you reach 62. Know the rules before deciding.

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Address

1948 E Whipp Road Ste D
Kettering, OH
45440

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19374326585

Website

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