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

The Economic Journey of Your Morning Coffee

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Social Media: Newest Business Liability Risk

Social Media: Newest Business Liability Risk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Long-Term-Care Needs

Long-Term-Care Needs

Estimate potential long-term care costs and what coverage may help address them.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Medicare vs. Medicaid

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

Building Your Legacy

A four-step framework for building a personal legacy.

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

U.S. Personal Savings Rate

What can be learned from the savings rate?

Year-End Financial Moves to Maximize Your Momentum

Use these year-end financial strategies to help reduce taxes, protect assets, and move into the new year with momentum.

View all articles

Wedding Budget Calculator

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

Long-Term-Care Needs

Estimate potential long-term care costs and what coverage may help address them.

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

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.

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

View all calculators

Surprises

Making the most of surprises is a great reason to work with us.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

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.

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.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

View all videos

Articles

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Medicare vs. Medicaid

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

Building Your Legacy

A four-step framework for building a personal legacy.

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

U.S. Personal Savings Rate

What can be learned from the savings rate?

Year-End Financial Moves to Maximize Your Momentum

Use these year-end financial strategies to help reduce taxes, protect assets, and move into the new year with momentum.

View all articles

Calculators

Wedding Budget Calculator

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

Long-Term-Care Needs

Estimate potential long-term care costs and what coverage may help address them.

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

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.

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

View all calculators

Videos

Surprises

Making the most of surprises is a great reason to work with us.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

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.

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.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

View all videos

Letter to Loved Ones

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Contact

Office: (631) 236-5842

Fax: (631) 980-3748

lou@navigatorfinancialinc.com