Louis A. Soriano, CFP®

UNDERSTANDING TODAY'S FINANCIAL ENVIRONMENT

I’m Louis A. Soriano, CFP® a financial professional in Smithtown, NY. I understand that individuals face unique challenges as they prepare for retirement. I can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.

I can help you address your needs of today and for many years to come, and I look forward to working with you through all stages of your life, please call (631) 236-5842.

Client Centered

Our business is built on a foundation of thoughtful client relationships.

Helpful Content

Please Leave Home Without It

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Lifetime of Earnings

Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

6 Habits to Help Preserve and Encourage Generational Wealth

6 Habits to Help Preserve and Encourage Generational Wealth

Six essential financial habits to protect wealth and create a legacy that lasts for generations.

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Should I Accept a Free Credit Lock?

Learn the ins and outs of credit locks, freezes, and more.

Managing the Risk of Outliving Your Money

Steps to help you sustain and grow your retirement savings.

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Managing Money as a Couple

Keys to preparing to grow wealthy together.

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

View all articles

Should I Buy or Lease an Auto?

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

View all calculators

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

View all videos

Articles

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Should I Accept a Free Credit Lock?

Learn the ins and outs of credit locks, freezes, and more.

Managing the Risk of Outliving Your Money

Steps to help you sustain and grow your retirement savings.

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Managing Money as a Couple

Keys to preparing to grow wealthy together.

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

View all articles

Calculators

Should I Buy or Lease an Auto?

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

View all calculators

Videos

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

View all videos

Letter to Loved Ones

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Contact

Office: (631) 236-5842

Fax: (631) 980-3748

lou@navigatorfinancialinc.com