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

Stop Wasting Money

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

Creative Ways to Motivate Your Employees

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

A Cheat Sheet for Sending Your Kid to College

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.

Roth IRA for Kids

Learn about the benefits and requirements of opening a Roth IRA for kids.

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

The Average American Budget

Learn about the average American budget in this fun and interactive piece.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

Monthly Memberships

A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.

Understanding Equity Compensation

Net Unrealized Appreciation and how it affects tax responsibilities.

View all articles

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Wedding Budget Calculator

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

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

View all calculators

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

The Richest Man in Babylon

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

The Junk Drawer Approach to Investing

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

View all videos

Articles

Roth IRA for Kids

Learn about the benefits and requirements of opening a Roth IRA for kids.

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

The Average American Budget

Learn about the average American budget in this fun and interactive piece.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

Monthly Memberships

A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.

Understanding Equity Compensation

Net Unrealized Appreciation and how it affects tax responsibilities.

View all articles

Calculators

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Wedding Budget Calculator

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

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

View all calculators

Videos

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

The Richest Man in Babylon

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

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