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
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.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
This checklist can give you a quick snapshot of how prepared you are.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator demonstrates the power of compound interest.
Determine your potential long-term care needs and how long your current assets might last.
Assess how many days you'll work to pay your federal tax liability.
How federal estate taxes work, plus estate management documents and tactics.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
$1 million in a diversified portfolio could help finance part of your retirement.
Investors seeking world investments can choose between global and international funds. What's the difference?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Around the country, attitudes about retirement are shifting.
There are hundreds of ETFs available. Should you invest in them?