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

The Value of Insuring Against Life’s Risks

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Smart Habits to Protect Generational Wealth

Smart Habits to Protect Generational Wealth

Learn how to preserve and encourage family wealth with these simple, effective financial habits.

Comparing Mortgage Terms

Comparing Mortgage Terms

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

Building Your Legacy

A four-step framework for building a personal legacy.

Monthly Memberships

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

The Big Pause

This handy interactive explains which essential government services are affected by a shutdown.

Choose Your Own Retirement Adventure

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

Retirement Seen Through Your Eyes

What's your vision of retirement?

Debt Stress

There’s a link between debt and stress.

View all articles

How Compound Interest Works

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

Bi-Weekly Mortgage Payments

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

Should I Buy or Lease an Auto?

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

Annuity Comparison

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

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

View all calculators

When Markets React

When markets shift, experienced investors stick to their strategy.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

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

Building Your Legacy

A four-step framework for building a personal legacy.

Monthly Memberships

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

The Big Pause

This handy interactive explains which essential government services are affected by a shutdown.

Choose Your Own Retirement Adventure

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

Retirement Seen Through Your Eyes

What's your vision of retirement?

Debt Stress

There’s a link between debt and stress.

View all articles

Calculators

How Compound Interest Works

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

Bi-Weekly Mortgage Payments

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

Should I Buy or Lease an Auto?

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

Annuity Comparison

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

Student Loan Refinance Calculator

Compare your current student loan terms to a potential refinance to see if it makes sense.

View all calculators

Videos

When Markets React

When markets shift, experienced investors stick to their strategy.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

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

Sign up for my Newsletter

Contact

Office: (631) 236-5842

Fax: (631) 980-3748

lou@navigatorfinancialinc.com