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

Does Your Credit Score Affect Your Insurance Rates?

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

What If Your Kids Decide Against College?

What If Your Kids Decide Against College?

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

Term vs. Permanent Life Insurance

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

The Business Cycle

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

Are You Using the Right Technology?

Discover how the right team & technology boost client success.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

How Income Taxes Work

A quick look at how federal income taxes work.

View all articles

What Is My Net Worth?

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

Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

Bi-Weekly Mortgage Payments

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

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.

View all calculators

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

A Bucket Plan to Go with Your Bucket List

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

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

View all videos

Articles

The Business Cycle

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

Are You Using the Right Technology?

Discover how the right team & technology boost client success.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

How Income Taxes Work

A quick look at how federal income taxes work.

View all articles

Calculators

What Is My Net Worth?

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

Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

Bi-Weekly Mortgage Payments

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

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.

View all calculators

Videos

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

A Bucket Plan to Go with Your Bucket List

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

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

View all videos

Letter to Loved Ones

Sign up for my Newsletter

Contact

Office: (631) 236-5842

Fax: (631) 980-3748

lou@navigatorfinancialinc.com