Starting the financial planning process can be intimidating. Leslie Roper Day & Associates strives to create a warm environment and offer personal care so you feel comfortable.Learn More
Working closely with our clients, our firm’s financial planning process addresses your entire financial picture, including your unique needs and both short and long-term goals.Learn More
Leslie Roper Day & Associates provides comprehensive financial planning services, creating strategies that can grow with you through the many milestones of life.Learn More
Financial Planning with a Personal Touch
Leslie Roper Day & Associates is an independent financial planning firm. Our clients are just like you -- individuals, families, and businesses. Our firm was founded with the belief that everyone needs a financial plan, but for many, getting started can seem overwhelming and intimidating.
We are committed to building trusted relationships and providing transparency and education in all financial planning decisions, and to helping you feel comfortable. We engage each client on a personal level, with an approach to the financial planning process that weaves together the key areas of your financial health in order to help you pursue your objectives and manage risk. We help you plan for the long-term by connecting today’s realities with tomorrow’s goals.
Based in Folsom, California, we work with clients in the local Sacramento area, as well as throughout California and across the nation.
Your DNA Test
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Should I Invest In REITs?
Are Real Estate Investment Trusts right for your portfolio?
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Knowing your options when a CD matures can help you make a sound investment decision.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
A letter of instructions provides additional and more personal information regarding your estate.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Estimate how much you have the potential to earn during your working years.
This calculator demonstrates the power of compound interest.
Estimate how much of your Social Security benefit may be considered taxable.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you should be saving for college.
This questionnaire will help determine your tolerance for investment risk.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
$1 million in a diversified portfolio could help finance part of your retirement.
What does your home really cost?
There are things you can do to keep yourself safe when you lose your wallet.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
How will you weather the ups and downs of the business cycle?