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

Early Lessons for Raising Financially Confident Kids

Early Lessons for Raising Financially Confident Kids

Simple, everyday strategies to help kids develop healthy money habits and financial confidence over time.

Insurance Needs Assessment: Married With Children

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Smart Retirement Habits for Retirement Success and Security

Build financial confidence and a fulfilling, secure retirement with habits that help protect your wealth and lifestyle.

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.

Understanding ETFs: Building Blocks of Modern Investing

Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.

View all articles

Historical Inflation

See how the purchasing power of a dollar has changed over time due to inflation.

Debt vs. Investment

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

Rent vs Buy Calculator

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

Student Loan Refinance Calculator

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

Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

Long-Term-Care Needs

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

View all calculators

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

How Cash Apps Work

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

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

View all videos

Articles

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Smart Retirement Habits for Retirement Success and Security

Build financial confidence and a fulfilling, secure retirement with habits that help protect your wealth and lifestyle.

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.

Understanding ETFs: Building Blocks of Modern Investing

Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.

View all articles

Calculators

Historical Inflation

See how the purchasing power of a dollar has changed over time due to inflation.

Debt vs. Investment

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

Rent vs Buy Calculator

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

Student Loan Refinance Calculator

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

Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

Long-Term-Care Needs

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

View all calculators

Videos

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

How Cash Apps Work

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

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

View all videos

Letter to Loved Ones

Sign up for my Newsletter

Contact

Office: (631) 236-5842

Fax: (631) 980-3748

lou@navigatorfinancialinc.com