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

Buying Auto Insurance For Teen Drivers

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

Preparing for the Expected

Preparing for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Spotting Credit Trouble

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Risk Perspective

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

Replacing Your Medicare Card

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

Understanding FDIC Insurance

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

Capital Gains Tax When Selling Your Home

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

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.

View all articles

What Rate Would I Need to Earn on My Savings?

Work backwards from your savings goal to find the rate of return you'd need to get there.

Bi-Weekly Mortgage Payments

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

Monthly Budget

Track your monthly income and expenses to get a clearer view of your cash flow.

Wedding Budget Calculator

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

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

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?

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

Your DNA Test

A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

View all videos

Articles

Risk Perspective

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

Replacing Your Medicare Card

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

Understanding FDIC Insurance

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

Capital Gains Tax When Selling Your Home

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

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.

View all articles

Calculators

What Rate Would I Need to Earn on My Savings?

Work backwards from your savings goal to find the rate of return you'd need to get there.

Bi-Weekly Mortgage Payments

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

Monthly Budget

Track your monthly income and expenses to get a clearer view of your cash flow.

Wedding Budget Calculator

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

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

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?

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

Your DNA Test

A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

View all videos

Letter to Loved Ones

Sign up for my Newsletter

Contact

Office: (631) 236-5842

Fax: (631) 980-3748

lou@navigatorfinancialinc.com