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

Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

A Path to Serenity and Smart Money Choices

A Path to Serenity and Smart Money Choices

An article about meditation, mindfulness, and financial well-being.

Where Family Wealth Meets Family Values

Where Family Wealth Meets Family Values

Explore how giving, gifting, and everyday spending can work together to support your family's long-term goals.

What Will You Do With Your Bonus or Windfall?

This article examines one's options when receiving a work bonus or other financial windfalls.

Data Breach: Your Security To-Do List

This article provides a checklist of steps to take if you experience a data breach.

Planning for Today’s Retirement Reality

As inflation and market volatility hit, learn how to secure your retirement to maintain your lifestyle

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Qualifying For Medicare Under Age 65

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

View all articles

Comparing Mortgage Terms

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

What Is the Dividend Yield?

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

Long-Term-Care Needs

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

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

Rent vs Buy Calculator

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

Taxable vs. Tax-Deferred Savings

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

View all calculators

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

The Richest Man in Babylon

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

View all videos

Articles

What Will You Do With Your Bonus or Windfall?

This article examines one's options when receiving a work bonus or other financial windfalls.

Data Breach: Your Security To-Do List

This article provides a checklist of steps to take if you experience a data breach.

Planning for Today’s Retirement Reality

As inflation and market volatility hit, learn how to secure your retirement to maintain your lifestyle

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Qualifying For Medicare Under Age 65

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

View all articles

Calculators

Comparing Mortgage Terms

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

What Is the Dividend Yield?

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

Long-Term-Care Needs

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

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

Rent vs Buy Calculator

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

Taxable vs. Tax-Deferred Savings

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

View all calculators

Videos

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Retirement Plan Detectives

Watch this fun video for tips on how to search for missing money.

The Richest Man in Babylon

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

View all videos

Letter to Loved Ones

Sign up for my Newsletter

Contact

Office: (631) 236-5842

Fax: (631) 980-3748

lou@navigatorfinancialinc.com