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867 Turnpike Street Suite 216 North Andover, MA 01845

978-296-8600
team@northernpeakfinancial.com
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Our Services

To help you gain confidence in your entire financial picture, we offer a wide range of comprehensive wealth management services and strategies tailored to your unique needs and long-term goals.  We help educate our clients about financial concepts and products, and take the complexity out of financial planning.

Investments

Mutual Funds, ETFs, Stocks & Bonds

Separately Managed Accounts (SMAs)

Institutional Management Programs

Variable, Fixed, and Indexed Annuities

Investment Advisory Accounts

Cash Management Strategies

Risk Management

Comprehensive Risk Assessment

Life Insurance

Disability Income Insurance

Long-Term-Care Insurance

Auto & Property Insurance



Business Planning

Retirement Plans (401k, 403b, 457, Pension Plans)

Executive Benefit Deferred Compensation

Group Life & Disability Insurance

Workers Compensation & Health Insurance

Tax Strategies

Tax Management Techniques

Tax Forcasting

Tax Loss Harvesting

Estate Planning

Trust and Will Planning

Charitable Giving

Wealth Transfer

Financial Planning

Understanding Client's Personal & Financial Circumstances

Identifying and Selecting Goals

Analyzing our Clients Current Course of Action

Develop Potential Alternatives

Implementing Financial Planning Strategies

Monitoring Progress and Updating the Financial Plan

Related Articles

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Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.
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<p>How Retirement Spending Changes With Time</p>

How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

team@northernpeakfinancial.com | (978) 296-8600