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.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Here are some simple and inexpensive energy-saving tips that may help you save money.
What can be learned from the savings rate?
When considering life insurance, it's important to understand your options.
Here's a breakdown of how the federal government spends your tax money.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
This calculator can help you estimate how much you should be saving for college.
This calculator may help you estimate how long funds may last given regular withdrawals.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you may need to save for retirement.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
The importance of life insurance, how it works, and how much coverage you need.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Here are five facts about Social Security that might surprise you.
If you died, what would happen to your email archives, social profiles and online accounts?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
A bucket plan can help you be better prepared for a comfortable retirement.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”