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

When Does Your Personal Car Become a Commercial Vehicle?

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

Rent vs Buy Calculator

Rent vs Buy Calculator

Compare the long-term financial outcomes of renting versus buying a home.

A Home Insurance Claim: To File Or Not To File

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

5 Habits to Adapt Your Financial Strategy For Retirement

Build confidence with these 5 habits that can help you adjust and manage your income, spending, and savings in retirement.

What It Takes to Become an Accredited Investor

What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.

The History of Currency

Currency has been around for a long time. Here's a quick history lesson.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Money Draining Food Myths

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

View all articles

Student Loan Refinance Calculator

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

How Can I Save a Million Dollars?

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

IRA Income

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

Inflation & Retirement

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

What Is My Net Worth?

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

Comparing Mortgage Terms

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

View all calculators

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.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

A Bucket Plan to Go with Your Bucket List

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

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

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.

View all videos

Articles

5 Habits to Adapt Your Financial Strategy For Retirement

Build confidence with these 5 habits that can help you adjust and manage your income, spending, and savings in retirement.

What It Takes to Become an Accredited Investor

What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.

The History of Currency

Currency has been around for a long time. Here's a quick history lesson.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Money Draining Food Myths

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

View all articles

Calculators

Student Loan Refinance Calculator

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

How Can I Save a Million Dollars?

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

IRA Income

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

Inflation & Retirement

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

What Is My Net Worth?

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

Comparing Mortgage Terms

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

View all calculators

Videos

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.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

A Bucket Plan to Go with Your Bucket List

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

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

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.

View all videos

Letter to Loved Ones

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Contact

Office: (631) 236-5842

Fax: (631) 980-3748

lou@navigatorfinancialinc.com