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

Annuity Comparison

Annuity Comparison

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

How Insurance Supports Your Financial Goals

How Insurance Supports Your Financial Goals

Discover how insurance can protect your income, family, and future while supporting long-term strategic financial planning.

Universal Life Insurance

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Year-End Moves to Help You Prepare for Retirement

Smart end-of-year moves to protect your wealth and help you get prepared for a confident retirement.

How Will the Economy React to AI?

What do concerns or uncertainty about AI mean for your future and your financial strategy?

How to Talk with Family About Retirement and Financial Plans

Learn how to talk with family about retirement and finances in ways that build clarity, alignment, and understanding.

5 Benefits of Working in Retirement

Here are 5 reasons why you may consider working through retirement.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

View all articles

Historical Inflation

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

Comparing Mortgage Terms

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

How Compound Interest Works

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

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

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.

View all calculators

How Cash Apps Work

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

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Surprises

Making the most of surprises is a great reason to work with us.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Emerging Market Opportunities

What are your options for investing in emerging markets?

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

View all videos

Articles

Year-End Moves to Help You Prepare for Retirement

Smart end-of-year moves to protect your wealth and help you get prepared for a confident retirement.

How Will the Economy React to AI?

What do concerns or uncertainty about AI mean for your future and your financial strategy?

How to Talk with Family About Retirement and Financial Plans

Learn how to talk with family about retirement and finances in ways that build clarity, alignment, and understanding.

5 Benefits of Working in Retirement

Here are 5 reasons why you may consider working through retirement.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

View all articles

Calculators

Historical Inflation

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

Comparing Mortgage Terms

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

How Compound Interest Works

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

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

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.

View all calculators

Videos

How Cash Apps Work

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

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Surprises

Making the most of surprises is a great reason to work with us.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Emerging Market Opportunities

What are your options for investing in emerging markets?

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

View all videos

Letter to Loved Ones

Sign up for my Newsletter

Contact

Office: (631) 236-5842

Fax: (631) 980-3748

lou@navigatorfinancialinc.com