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Caring

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.

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Client-Centered

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.

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Comprehensive

Leslie Roper Day & Associates provides comprehensive financial planning services, creating strategies that can grow with you through the many milestones of life.

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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.

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Events on Wall Street

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The Cost of Medical Care

Learn about the risks of not having health insurance in this informative article.

When Heirs are Imperfect

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

 

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Financial Aid for Students 101

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Estimate how much of your Social Security benefit may be considered taxable.

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Enter various payment options and determine how long it may take to pay off a credit card.

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Estimate how much income may be needed at retirement to maintain your standard of living.

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Estimate how much you have the potential to earn during your working years.

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A presentation about managing money: using it, saving it, and even getting credit.

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There are some smart strategies that may help you pursue your investment objectives

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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Investment tools and strategies that can enable you to pursue your retirement goals.

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The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

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What if instead of buying that vacation home, you invested the money?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

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Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

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