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

Money Draining Food Myths

Money Draining Food Myths

These food myths will really put a drain on your wallet.

The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Countdown to College

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

Spend Purposefully Without Derailing Your Progress

Simple systems can help you spend with purpose year-round, without relying on constant willpower to stay on track.

Could the Right Firm Culture Elevate You?

Joining the right team culture can help you grow and thrive.

The Basics of Medicare

Learn all about Medicare basics in this informative and insightful article.

A Cheat Sheet for Sending Your Kid to College

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

How Will the Economy React to AI?

What do concerns or uncertainty about AI mean for your future and your financial strategy?

View all articles

Bi-Weekly Mortgage Payments

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

What Is the Dividend Yield?

Calculate the dividend yield of a holding and see what that means for income over time.

Student Loan Payoff Calculator: Extra Payments Can Save You

See how extra payments toward your student loans could shorten your payoff timeline.

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

Taxable vs. Tax-Deferred Savings

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

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

View all calculators

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

A Bucket Plan to Go with Your Bucket List

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

View all videos

Articles

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

Spend Purposefully Without Derailing Your Progress

Simple systems can help you spend with purpose year-round, without relying on constant willpower to stay on track.

Could the Right Firm Culture Elevate You?

Joining the right team culture can help you grow and thrive.

The Basics of Medicare

Learn all about Medicare basics in this informative and insightful article.

A Cheat Sheet for Sending Your Kid to College

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

How Will the Economy React to AI?

What do concerns or uncertainty about AI mean for your future and your financial strategy?

View all articles

Calculators

Bi-Weekly Mortgage Payments

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

What Is the Dividend Yield?

Calculate the dividend yield of a holding and see what that means for income over time.

Student Loan Payoff Calculator: Extra Payments Can Save You

See how extra payments toward your student loans could shorten your payoff timeline.

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

Taxable vs. Tax-Deferred Savings

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

Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

View all calculators

Videos

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

A Bucket Plan to Go with Your Bucket List

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

View all videos

Letter to Loved Ones

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Contact

Office: (631) 236-5842

Fax: (631) 980-3748

lou@navigatorfinancialinc.com