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

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.

Estate Strategies to Grow Wealth for Generations

Estate Strategies to Grow Wealth for Generations

Discover the strategies you can use to protect your estate, reduce risk, and help grow your wealth for future generations.

Navigating Retirement Pitfalls

Why are they made again and again? Making sense of these errors in judgment.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

A Path to Serenity and Smart Money Choices

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

FIRE Retirement

This short, informative article teaches the basics of the FIRE movement.

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

View all articles

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

The Power of Interest - How Long Will it take My Money to Do

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

How Compound Interest Works

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

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

What Rate Would I Need to Earn on My Savings?

Work backwards from your savings goal to find the rate of return you'd need to get there.

View all calculators

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Stay Safe with a Business Owner's Policy

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

View all videos

Articles

Navigating Retirement Pitfalls

Why are they made again and again? Making sense of these errors in judgment.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

A Path to Serenity and Smart Money Choices

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

FIRE Retirement

This short, informative article teaches the basics of the FIRE movement.

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

View all articles

Calculators

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

The Power of Interest - How Long Will it take My Money to Do

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

How Compound Interest Works

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

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

What Rate Would I Need to Earn on My Savings?

Work backwards from your savings goal to find the rate of return you'd need to get there.

View all calculators

Videos

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Stay Safe with a Business Owner's Policy

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

View all videos

Letter to Loved Ones

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Contact

Office: (631) 236-5842

Fax: (631) 980-3748

lou@navigatorfinancialinc.com