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We strive to build long-lasting relationships with our clients, offering ongoing education and guidance.Learn More
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
This calculator shows how inflation over the years has impacted purchasing power.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Don't let procrastination keep you from pursuing your financial dreams and goals.
However exciting retiring abroad may sound, it deserves considerable planning.
Medicare’s popular program, offering free gym membership and health education.
The true cost of raising a child may be far more than you expect.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
The earlier you start pursuing financial goals, the better your outcome may be.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the total cost in today's dollars of various mortgage alternatives.
How federal estate taxes work, plus estate management documents and tactics.
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.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Do you have causes that you want to support with donations?
Agent Jane Bond is on the case, cracking the code on bonds.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
All about how missing the best market days (or the worst!) might affect your portfolio.
If you died, what would happen to your email archives, social profiles and online accounts?