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

Financially Savvy at Six Figures

Financially Savvy at Six Figures

Help your clients with these practical steps to make the most of their six-figure income.

The A, B, C, & D of Medicare

The A, B, C, & D of Medicare

Learn about all the parts of Medicare with this informative and enjoyable article.

Monthly Memberships

Monthly Memberships

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

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Adapting Your Money Habits for a Confident Retirement

Learn five simple strategies that can help you adjust your financial habits for a more confident, fulfilling retirement.

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Roth IRA for Kids

Learn about the benefits and requirements of opening a Roth IRA for kids.

How Boomers and Millennials Differ

The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

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.

What's Your MPG?

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

Annuity Comparison

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

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

Federal Capital Gains Tax Estimator

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

View all calculators

When Do You Need a Will?

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

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

The Junk Drawer Approach to Investing

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

Your DNA Test

A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

The Real Cost of a Vacation Home

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

View all videos

Articles

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Adapting Your Money Habits for a Confident Retirement

Learn five simple strategies that can help you adjust your financial habits for a more confident, fulfilling retirement.

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Roth IRA for Kids

Learn about the benefits and requirements of opening a Roth IRA for kids.

How Boomers and Millennials Differ

The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

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.

What's Your MPG?

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

Annuity Comparison

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

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

Federal Capital Gains Tax Estimator

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

View all calculators

Videos

When Do You Need a Will?

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

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

The Junk Drawer Approach to Investing

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

Your DNA Test

A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

The Real Cost of a Vacation Home

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

View all videos

Letter to Loved Ones

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Contact

Office: (631) 236-5842

Fax: (631) 980-3748

lou@navigatorfinancialinc.com