Broker Check
Down-to-Earth Financial Advice Financial Planning for the Long Run Objective Advice, Trusted Guidance Comprehensive & Customized Services

Caring

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

Client-Centered

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

Comprehensive

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.

Helpful Content

What Is a Roth 401(k)?

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

What's So Great About a Rollover?

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

Forecast

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

 

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

View all articles arrow

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

View all calculators arrow

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

View all presentations arrow

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

View all videos arrow