As an independent firm, we are committed to offering complete objectivity and unbiased advice.Learn More
We strive to build long-lasting relationships with our clients, offering ongoing education and guidance.Learn More
We offer a full range of investment and financial services and have access to a wide array of solutions.Learn More
Understanding Today's Financial Environment
Welcome, we are PEAK Financial Services, Inc., a Comprehensive Wealth Management Firm, in Northborough, MA. We understand that individuals face unique challenges as they build wealth and plan for the future. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, saving for college, or managing your estate, our personalized service focuses on your needs, wants, and financial goals and objectives.Contact Us
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Rightsizing for Retirement
What does your home really cost?
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Probate can be a completely public process, or it can be managed to include as little information as possible.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
This questionnaire will help determine your tolerance for investment risk.
Estimate your monthly and annual income from various IRA types.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the total cost in today's dollars of various mortgage alternatives.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
It's easy to let investments accumulate like old receipts in a junk drawer.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
There’s an alarming difference between perception and reality for current and future retirees.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
The decision whether to buy or rent a home may have long-term implications.
That big list of dreams and goals isn't the only way to look at your bucket list.