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.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
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.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
A look inside the U.S. government's statistics on household net worth.
A letter of instructions provides additional and more personal information regarding your estate.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess how many days you'll work to pay your federal tax liability.
This calculator helps estimate your federal estate tax liability.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much you have the potential to earn during your working years.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
There are some key concepts to understand when investing for retirement
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Pundits say a lot of things about the markets. Let's see if you can keep up.
There are hundreds of ETFs available. Should you invest in them?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
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.
Why are 401(k) plans, annuities, and IRAs so popular?