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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
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Here are 4 great, and sometimes unexpected, places to raise a family.
A four-step framework for building a personal legacy.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
When to start? Should I continue to work? How can I maximize my benefit?
Purchasing homeowners insurance is critical for protecting your home.
Estimate your monthly and annual income from various IRA types.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your capital gains tax.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
What does your home really cost?
It's easy to let investments accumulate like old receipts in a junk drawer.
Making the most of surprises is a great reason to work with us.
When should you take your Social Security benefit?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.