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 mcarlozzi@americanportfolios.com. We will be happy to help and we look forward to talking with you.
Newsletters
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Four Reasons to Review Your Life Insurance Needs
This article looks at major life events and the need to review your life insurance coverage in light of changing circumstances.
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NFTs and Blockchain: What You Should Know About the Digital Collectibles Craze
A nonfungible token is a unique digital asset authenticated by blockchain. This article discusses its potential and potentially high risks.
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Fund Retirement and Reward Workers with a Cash Balance Plan
Do you know how cash balance retirement plans can help small business owners reduce taxable income and catch up on their savings? Find out.
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How Well Do You Understand Retirement Plan Rules?
From IRAs to 401(k)s, qualified retirement plans can be complex. This short quiz tests readers’ knowledge of a few of the finer points.
Calculators
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.