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 UsHelpful Content
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
View all articles 
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
View all calculators
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
View all presentations
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?