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.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Retirees traveling abroad need to know that their health insurance travels with them.
Tax preparation may be the perfect time to give the household budget a check-up.
An increasing number have been developed to help individuals with their personal finances.
Learn when it may not make sense to file a claim on your home insurance.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
There are ways to improve your physical fitness without denting your fiscal fitness.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your capital gains tax.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate your monthly and annual income from various IRA types.
Estimate how much of your Social Security benefit may be considered taxable.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Recent changes in estate tax laws could affect the strategy you have in place.
A bucket plan can help you be better prepared for a comfortable retirement.
What are your options for investing in emerging markets?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Learn how to harness the power of compound interest for your investments.