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

Strategies to Defend Purchasing Power Across Generations

Strategies to Defend Purchasing Power Across Generations

Keep your wealth working by preserving purchasing power over time.

Intellectual Property Rocks in a New Digital Era

Intellectual Property Rocks in a New Digital Era

Intellectual property ownership and its implications for ordinary people and estates.

4 Steps to Protecting a Child with Disabilities

4 Steps to Protecting a Child with Disabilities

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Retiring Wild: National Parks and You

Get ready to enjoy America’s national park system with this helpful article.

View all articles

How Can I Save a Million Dollars?

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

Lifetime of Earnings

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

What Is the Dividend Yield?

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

Annuity Comparison

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

How Compound Interest Works

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

Debt-to-Income Ratio Calculator

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

View all calculators

Forecast

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

How Cash Apps Work

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

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

View all videos

Articles

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Retiring Wild: National Parks and You

Get ready to enjoy America’s national park system with this helpful article.

View all articles

Calculators

How Can I Save a Million Dollars?

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

Lifetime of Earnings

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

What Is the Dividend Yield?

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

Annuity Comparison

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

How Compound Interest Works

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

Debt-to-Income Ratio Calculator

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

View all calculators

Videos

Forecast

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

How Cash Apps Work

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

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

View all videos

Letter to Loved Ones

Sign up for my Newsletter

Contact

Office: (631) 236-5842

Fax: (631) 980-3748

lou@navigatorfinancialinc.com