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

Four Steps to Valuing an Estate

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Glossary of Scam Terms

Glossary of Scam Terms

A helpful glossary of current scams.

What is the Value of Your Business?

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Healthcare Costs That Catch Retirees Off Guard

An article on three healthcare costs that often catch retirees off guard.

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

Retirement & Rising Costs: Managing Inflation Risk

Inflation affects every retiree. Discover smart ways to manage rising costs and keep your retirement plan on track.

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

The A, B, C, & D of Medicare

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

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

View all articles

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

Lifetime of Earnings

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

Bi-Weekly Mortgage Payments

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

Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

Long-Term-Care Needs

Estimate potential long-term care costs and what coverage may help address them.

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

View all calculators

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

The Other Sure Thing

A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.

The Cost of Procrastination

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

View all videos

Articles

Healthcare Costs That Catch Retirees Off Guard

An article on three healthcare costs that often catch retirees off guard.

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

Retirement & Rising Costs: Managing Inflation Risk

Inflation affects every retiree. Discover smart ways to manage rising costs and keep your retirement plan on track.

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

The A, B, C, & D of Medicare

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

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

View all articles

Calculators

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

Lifetime of Earnings

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

Bi-Weekly Mortgage Payments

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

Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

Long-Term-Care Needs

Estimate potential long-term care costs and what coverage may help address them.

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

View all calculators

Videos

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

The Other Sure Thing

A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.

The Cost of Procrastination

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

View all videos

Letter to Loved Ones

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Contact

Office: (631) 236-5842

Fax: (631) 980-3748

lou@navigatorfinancialinc.com