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

How Families Can Build a Financially Informed Legacy

How Families Can Build a Financially Informed Legacy

How Families Build a Financially Informed Legacy: From Wealth Creation to Stewardship Across Generations

What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Buying Auto Insurance For Teen Drivers

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

Building a Practice That Evolves

Financial guidance is evolving, presenting new opportunities for growth and innovation. Unlock new opportunities!

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

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.

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

Debt Stress

There’s a link between debt and stress.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

View all articles

College Savings

See how much you may need to save now to cover future college costs for your child.

How Much Do I Need To Retire?

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

Should I Buy or Lease an Auto?

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

How Much Home Can I Afford?

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

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

Annuity Comparison

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

View all calculators

The Business Cycle

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

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

When Markets React

When markets shift, experienced investors stick to their strategy.

16 Wall Street Cliches in 60 Seconds

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

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

What to Do When You Lose Your Wallet

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

View all videos

Articles

Building a Practice That Evolves

Financial guidance is evolving, presenting new opportunities for growth and innovation. Unlock new opportunities!

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

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.

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

Debt Stress

There’s a link between debt and stress.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

View all articles

Calculators

College Savings

See how much you may need to save now to cover future college costs for your child.

How Much Do I Need To Retire?

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

Should I Buy or Lease an Auto?

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

How Much Home Can I Afford?

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

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

Annuity Comparison

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

View all calculators

Videos

The Business Cycle

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

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

When Markets React

When markets shift, experienced investors stick to their strategy.

16 Wall Street Cliches in 60 Seconds

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

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

What to Do When You Lose Your Wallet

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

View all videos

Letter to Loved Ones

Sign up for my Newsletter

Contact

Office: (631) 236-5842

Fax: (631) 980-3748

lou@navigatorfinancialinc.com