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

Monthly Memberships

Monthly Memberships

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

Weighing the Benefits of Prepaid Debit Cards

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

Stop Wasting Money

Stop Wasting Money

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

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.

Deciding When to Take Social Security

One of the most common questions people ask about Social Security is when they should start taking benefits.

The Sequence of Returns

A look at how variable rates of return impact investors over time.

How to Keep Building Wealth When Costs Rise

Rising costs affect all areas of life. Learn how to build a financial strategy to combat inflation.

Social Security Fairness Act's New Chapter

Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.

Exploring Retirement Plans for Small Businesses

Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.

View all articles

Long-Term-Care Needs

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

Social Security Tax Estimator

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

How Compound Interest Works

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

Student Loan Payoff Calculator: Extra Payments Can Save You

See how extra payments toward your student loans could shorten your payoff timeline.

Debt-to-Income Ratio Calculator

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

Wedding Budget Calculator

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

View all calculators

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Consider These 3 Things Before Driving Off the Lot

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

The Business Cycle

How will you weather the ups and downs of the business cycle?

View all videos

Articles

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.

Deciding When to Take Social Security

One of the most common questions people ask about Social Security is when they should start taking benefits.

The Sequence of Returns

A look at how variable rates of return impact investors over time.

How to Keep Building Wealth When Costs Rise

Rising costs affect all areas of life. Learn how to build a financial strategy to combat inflation.

Social Security Fairness Act's New Chapter

Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.

Exploring Retirement Plans for Small Businesses

Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.

View all articles

Calculators

Long-Term-Care Needs

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

Social Security Tax Estimator

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

How Compound Interest Works

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

Student Loan Payoff Calculator: Extra Payments Can Save You

See how extra payments toward your student loans could shorten your payoff timeline.

Debt-to-Income Ratio Calculator

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

Wedding Budget Calculator

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

View all calculators

Videos

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Consider These 3 Things Before Driving Off the Lot

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

The Business Cycle

How will you weather the ups and downs of the business cycle?

View all videos

Letter to Loved Ones

Sign up for my Newsletter

Contact

Office: (631) 236-5842

Fax: (631) 980-3748

lou@navigatorfinancialinc.com