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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
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Bonds may outperform stocks one year only to have stocks rebound the next.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
One of the most common questions people ask about Social Security is when they should start taking benefits.
A letter of instruction provides additional and more personal information regarding your estate.
Use this calculator to estimate your capital gains tax.
Assess whether you are running “in the black” or “in the red” each month.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Taking your Social Security benefits at the right time may help maximize your benefit.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Here’s a quick guide to checking to see if you have unclaimed money.
All about how missing the best market days (or the worst!) might affect your portfolio.