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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
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Learn when it may not make sense to file a claim on your home insurance.
The uncertainties we face in retirement can erode our sense of confidence.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
When considering life insurance, it's important to understand your options.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate your monthly and annual income from various IRA types.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much of your Social Security benefit may be considered taxable.
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.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
It’s never a bad time to speak with your financial advisor about changes in your situation.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Do you know these three personal finance sayings?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Make your retirement as exciting as your next vacation.
Here are five facts about Social Security that might surprise you.