Welcome to the Carlozzi Financial Services website. Our company believes that good financial decisions don't have to be confusing. We can provide simple, proven techniques that can help you make the most of your money and help achieve more of your financial goals.
This site will not only introduce you to our company philosophy and services, but it will also offer a wealth of educational materials, articles, newsletters, calculators, and other tools. All of which are designed to keep you up-to-date on financial issues, strategies and trends.
Our philosophy of building and maintaining relationships has resulted in many second-generation clients. We credit this to our history of exceptional personalized service and our long-term approach to investing.
If you have any questions, please call us at 330-758-8360 or email us at mark.carlozzi@nextfinancial.com. We will be happy to help and we look forward to talking with you.
Newsletters
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Why Family Businesses Should Have Succession Plans
Do you know the reasons why business owners might need to take the time to develop a thoughtful succession plan?
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Sequence Risk: Preparing to Retire in a Down Market
This article offers a strategy that may help address sequence risk — the danger of poor investment performance at the outset of retirement.
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Three Questions to Consider During Open Enrollment
Making benefit elections for next year? This article covers three key areas that require careful consideration during open enrollment.
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HOT TOPIC: Revisiting the 4% Rule
For years, the “4% rule” helped retirees make their savings last, but now a more aggressive withdrawal strategy might be the new norm.
Calculators
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.