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.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Ascertaining the value of your business is important for a variety of reasons.
Here are 5 reason why you may consider working through retirement.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
One of the most common questions people ask about Social Security is when they should start taking benefits.
One way to find money is to examine your current spending habits and eliminate money wasters.
Estimate how much you have the potential to earn during your working years.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to estimate your capital gains tax.
Use this calculator to compare the future value of investments with different tax consequences.
Using smart management to get more of what you want and free up assets to invest.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are a few things to consider when buying or leasing your next vehicle.
With alternative investments, it’s critical to sort through the complexity.
How will you weather the ups and downs of the business cycle?
Pundits say a lot of things about the markets. Let's see if you can keep up.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
There’s an alarming difference between perception and reality for current and future retirees.