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
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.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Good employee health can be great for the company’s bottom line.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
The federal government requires deceased individuals to file a final income tax return.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Being healthy not only makes you feel good, it may also help you financially.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator demonstrates the power of compound interest.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much of your Social Security benefit may be considered taxable.
Assess whether you are running “in the black” or “in the red” each month.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Here is a quick history of the Federal Reserve and an overview of what it does.
Making the most of surprises is a great reason to work with us.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
If you died, what would happen to your email archives, social profiles and online accounts?
When do you need a will? The answer is easy: Right Now.