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Your Financial GuidePost                          Winter 2013
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We have officially entered a New Year, and a new chapter in our lives. The exciting part about it is that through our decisions, resolutions, and goals we have the ability to foster something amazing. Many of us resolve to embrace steps necessary for our own personal growth and well being.  We pledge to ourselves and those around us that
"this is the year" for progress and achievements.  
What better time than the start of a New Year to recognize the unlimited opportunities awaiting each of us.  There is unparalleled momentum, energy, and drive present at this time of the year more than any other.  
Take advantage of this burst of renewed energy, and apply it to an area of your life that you can control... your financial life. Click here to see a list of some questions you should be asking yourself. 
You may only be utilizing us for tax or maybe investment planning.  You may not be utilizing our services at all yet. The reality is there are several components to your financial life, all equally important. Tell us your story and goals for 2013 and beyond, and let's see if there are other ways we can help. 
Please feel free to reach out to us with any questions, concerns, or if you'd like our assistance with anything at all.  You can contact your Client Manager directly or reach out to Melissa Jordan 
via e-mail.     

Geier Strategic Total Return Fund

GAMTX Now manages about $35 Million in assets.  
Seeks to achieve long-term total return from income and capital appreciation with an emphasis on protection of capital under all markets.
Actively Managed 

*Investment's value, expected dividends, and interest income potential drive allocation


Long-Term Total Return Focus

*Pursues opportunities for earnings growth potential not recognized by the market
Absolute Return Emphasis
*Flexible multi-asset class all-weather approach seeks to build a diversified portfolio
Feel free to share information about GAMTX with your friends, family, and acquaintances. 
Tell them to visit
You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Fund before investing.  The Fund's prospectus contains this and other information about the Fund, and should be read carefully before investing. You may obtain a current copy of the Fund's prospectus by calling 1-877-747-4268.  Past performance is no guarantee of future results.  The investment return and principal value of an investment in the Fund will fluctuate so than an investor's shares, when redeemed may be worth more or less than their original cost.
Distributed by Unified Financial Securities, Inc. 2960 North Meridian Street, Suite 300, Indianapolis, IN 46208
Quick Links
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Library of Interest 


Did you know that January was National Financial Wellness Month?


Here are a few resources to help as you embark on taking charge of your financial life: 



Geier Asset Management, Inc. Offers Budgeting and Refinance Calculator Tool

To learn more go to



Business Owners


Click here for access to a great resource covering key topics concerning small business owners.




Economic/Market Snapshot - 2013 Bear vs. Bull


A look at some key numbers, market review and outlook for 2013.  





This time of year is perfect for shining a spotlight on TAXES.  Many changes have taken place recently creating confusion and uncertainty among many.  Click here to learn more about the American Taxpayer Relief Act of 2012 and how it pertains to you. 


As a result of the recent changes in tax law,  the IRS has delayed the tax filing start date.  Click here to read more. 


Some tools to help you as you take a deeper look into your taxes for 2013!


The Total Tax Insights™ calculator ( is the first-one-of-a-kind tool brought to you by the CPA profession that will give you a clearer view of your estimated annual tax obligation based on your place of residence across the country. There are more than 20 types of federal, state and local taxes included - some of which may surprise you. The more you know about the taxes you pay, the greater insight you will have to make better informed financial decisions. You may start thinking differently about a lot of things, such as whether to pay off a mortgage, start a new business or when and how to save for retirement. Give it a try and then let's talk about whether you are ready to begin the process of planning, managing and building your financial future.  








Fiscal Cliff - What It Means For You



By now you've heard the term "fiscal cliff" quite a bit,but do you understand how it affects you?  Click here to watch a video on the fiscal cliff.



Events/NewsMarathon runners


Ulman Cancer Fund


UCF "enhances lives by supporting, education and connecting young adults, and their loved ones, affected by cancer.  They envision a world in which all young adults affected by cancer will have the access to resources necessary to thrive."


Geier Financial Group supports UCF at the annual Blue Jeans Ball January 26, 2013. Click here to learn more about the event.


Join "Team Fight" 

 4K For Cancer

Cancer to 5K Training Program






"Providing support to guide people through the cancer experience, bring them together to fight cancer-and work for a world in which our fight is no longer necessary."  Predicated on the belief that "unity is strength, knowledge is power and attitude is everything. Leaders and donors provide vision and support for the mission."


Upcoming LIVESTRONG events

Thank you for your continued support! 

Please feel free to provide your family, friends, and associates with our information.

(410) 997-8000


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