| Performance Link, LLC |
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| Our firm offers a wide range of consulting to our individual and business clients. Here is a brief description of our major services. Please feel free to inquire about a financial or training service if you do not see it listed. If it is not something we provide, we would be happy to refer you to a qualified professional. |
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| (Click Service Title For Details) |
| Performance Coaching |
| Goal centered strategies for key areas of a balanced job and a better life. |
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| Workshop in Negotiation Skills |
| Symerito Training & Development custom designs workshops of varying length and depth for professional audiences, on the important topic of negotiations skill. |
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| Personal financial coaching |
| We meet one-on-one in discreet sessions with individuals and their partners or other family members to discuss, clarify and brainstorm personal money management issues. This non-judgemental service is designed to give people a financial framework and options from which they can decide how best to handle their affairs going forward. |
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| Employee Benefit Plans |
| Organizations which wish to explain the details of their benefit plans to their own employees face an overwhelming obstacle in the form of time available and sufficient staff knowledge. We can assist with the communication of investment choices to employees in full compliance with ERISA Section 404(c). We have found over the years that nothing - absolutely nothing -- is more effective than individual coaching sessions with employees in a confidential environment, free from conflict of interest. The time and expense invested in these sessions avoids long-term problems and issues of far greater complexity and significance down the road and leads to higher employee understanding and satisfaction with company benefits programs. |
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| Other Services |
| Due to the diversity of our client population, we encounter a wide array of financial and tax issues. As a result, we have gained valuable insight over the years in the following areas: *Asset protection *Investment review -- portfolio allocation *Bankruptcies and their alternatives *Employee benefit plans *Sources of loans *Tax reduction |
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| Estate Planning |
| Effective estate planning paves the way for orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, can reduce or eliminate the estate tax due on the transfer of your home and business assets, and may avoid the delays and publicity of probate in the bargain. We can guide you through the complex process of choosing devices such as living trusts, or give you an opinion whether a simple will can suffice in you situation. |
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| Financial Planning |
| A properly structured financial plan enables you to face any financial challenge that may present itself at different stages of your life. Through the planning process, we can help you assess your financial needs and develop strategies that will enable you to achieve your goals and strengthen your future security. |
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| Retirement Planning |
| Periodic review of your long-range assets will go a long way to seeing that you stay in balance during your working years while setting the stage for solvency throughout your retirement years. With increasing longevity and higher levels of energy, modern retirees need greater income for more years than ever before in history. |
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| Pension & Profit Sharing Plans |
| Qualified retirement plans (e.g. defined-contribution or defined benefit plans, 401(k) and 403 (b) plans, Keoghs, and the like) provide significant tax advantages for employees and self-employed individuals. We can assist you in evaluating the type of pension plan or alternative -- e.g., variable annuities, charitable annuities -- that will best serve the retirement needs of you (and your workers, if you have an outside business). |
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| Investment Review |
| As you develop your investment strategy, we will act as your sounding board. We can help you and your investment advisor build a portfolio that takes into consideration your appetite for risk and produces a favorable after-tax return. |
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| Debt & Financing Services |
| Debt management and financing options are issues that we encounter every day. Our experience in helping people with those personal needs, our approach to consolidate and eventually eliminate current debt, and our desire to help people become builders of net assets are platforms to improve our clients' dealing with everyday matters and help them build a bright financial future. |
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