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.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Five creative (and inexpensive) ideas for motivating your employees.
Purchasing homeowners insurance is critical for protecting your home.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Estimate your monthly and annual income from various IRA types.
Determine your potential long-term care needs and how long your current assets might last.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps estimate your federal estate tax liability.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Agent Jane Bond is on the case, infiltrating the world of bonds.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
There are things you can do to keep yourself safe when you lose your wallet.
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.
With alternative investments, it’s critical to sort through the complexity.