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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
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
What's My 2022 Tax Bracket?
Knowing your tax bracket can make a large difference in your tax preparations. Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
Five phases to changing unhealthy behaviors.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Whether you have life insurance through your work, are retired, or are raising a family, it pays to know the truth about life insurance coverage. Examine and debunk the five most common life insurance myths, and arm yourself with knowledge.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator helps estimate your federal estate tax liability.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
The market is as unpredictable as the weather. We’d love to help you prepare.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Here is a quick history of the Federal Reserve and an overview of what it does.
Make your retirement as exciting as your next vacation.
What are your options for investing in emerging markets?