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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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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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Leslie Roper Day & Associates provides comprehensive financial planning services, creating strategies that can grow with you through the many milestones of life.
Learn MoreFinancial 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.
Helpful Content
The Sequence of Returns
A look at how variable rates of return impact investors over time.
Saving for Your Child’s Future
Learn how to begin building a financial foundation for a child and choose an approach that fits your goals and timeframe.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
SECURE Act 2.0: An Overview
The second iteration of the SECURE Act brings forward several changes to the world of retirement.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
How Income Taxes Work
A quick look at how federal income taxes work.
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When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.