At Leslie Roper Day & Associates, we offer comprehensive financial planning services through a holistic process that focuses on both short and long-term financial goals, as well as immediate and future needs.  Because each client’s objectives, risk tolerance, and time horizon are different, we personalize our strategies.  While a strategy needs make sense on paper, it also needs to feel right in your heart and your gut.

Leslie Roper Day & Associates offers the following services:

Financial Planning

Financial planning is the process of identifying your financial goals and creating a roadmap for how to achieve them.  The primary objective is to determine how to build and manage assets and how to plan for the future.  To create a financial plan, we seek to help you establish your short and long-term goals, determine your assets and liabilities, and evaluate your current financial position.  From there, we can work together to develop and implement your financial roadmap.

Insurance

Establishing proper insurance coverage is critical to creating a sound financial plan.  Whether it’s to ensure that your family is taken care of, philanthropic purposes are served, or long-term care costs are covered, we can help you evaluate your options and determine the appropriate solutions based on your unique situation and future needs.

Wealth Management

Through wealth management, we can help you create and maintain an investment portfolio that helps you achieve your goals using appropriate diversification based on your objectives and risk tolerance.  Our knowledge, expertise, and professional resources provide our clients options they may not have otherwise, including a wide variety of traditional and alternative investment classes.

Retirement Planning

Typically, clients planning for retirement are focused on managing and preserving their wealth.  As part of the financial planning process, we help our clients design and implement practical strategies for building a consistent income to let them fully enjoy their retirement years.

Estate Planning

Many individuals want to leave a legacy for their family.  Estate planning is critical for ensuring your wishes are carried out.  We can assist with your estate planning needs, including offering insight and appropriate recommendations on how to most effectively protect your family and transfer your estate.

Tax Planning

The primary goal of effective tax planning is to help our clients minimize their tax liabilities.  While financial planning decisions are rarely made based solely on the tax consequences, considering the income or estate tax impact of those decisions is important.  Effective tax planning strategies might include reducing taxable income, deduction planning, timing of investment purchases or sales, and year-end planning strategies.