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leslieroperday.com

Financial Planning with a Personal Touch in Folsom, California

Leslie Roper Day & Associates is an independent financial planning firm in Folsom, California, serving the Sacramento area.

http://www.leslieroperday.com/

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Leslie Roper Day & Associates

Leslie Roper Day

2600 East B●●●●●●●●●●●t Suite 210

Fo●●om , CA, 95630

US

1.91●●●●1150
le●●●●@leslieroperday.com

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Leslie Roper Day & Associates

Leslie Roper Day

2600 East B●●●●●●●●●●●t Suite 210

Fo●●om , CA, 95630

US

1.91●●●●1150
le●●●●@leslieroperday.com

View this contact

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Wa●●am , MA, 02453

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Financial Planning with a Personal Touch in Folsom, California | leslieroperday.com Reviews
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Leslie Roper Day & Associates is an independent financial planning firm in Folsom, California, serving the Sacramento area.
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Financial Planning with a Personal Touch in Folsom, California | leslieroperday.com Reviews

https://leslieroperday.com

Leslie Roper Day & Associates is an independent financial planning firm in Folsom, California, serving the Sacramento area.

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1

Estate | Leslie Roper Day & Associates

http://www.leslieroperday.com/resource-center/estate

How We Can Help You. Monthly Market Update Videos. Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. Principles of Preserving Wealth. When Special Care Is Needed: The Special Needs Trust.

2

Resource Center

http://www.leslieroperday.com/resource-center

How We Can Help You. Monthly Market Update Videos. Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want. Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals. Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. This communic...

3

Tools | Leslie Roper Day & Associates

http://www.leslieroperday.com/tools

How We Can Help You. Monthly Market Update Videos. Our glossary of terms has more than 200 entries that explain various financial concepts, ideas, and strategies. Scroll through and find the information you need. Our tax center was designed to help you access the resources you may need to prepare for the upcoming tax season. Click on the link to find tax tools and information. Learn about the A, B, C and D of Medicare and how HICAP can help with enrollment and much more! September 16, 2016. Please see ou...

4

Glossary | Leslie Roper Day & Associates

http://www.leslieroperday.com/tools/glossary

How We Can Help You. Monthly Market Update Videos. A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. A 403(b) plan is similar to a 401(k). A 403(b) is a qualified retirement plan available to employees of non-profit and government organizations. A mortgage with an interest rate that is adjusted periodically based on an index. Adjustable-rate mortgages gener...

5

Retirement | Leslie Roper Day & Associates

http://www.leslieroperday.com/resource-center/retirement

How We Can Help You. Monthly Market Update Videos. Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources. Perception vs. Reality. An Inside Look at Retirement Living. The Power of Tax-Deferred Growth. Most women don’t...

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Financial Planning with a Personal Touch in Folsom, California

How We Can Help You. Financial Planning for the Long Run. Objective Advice, Trusted Guidance. Comprehensive and Customized Services. 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. 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. Put It in a Letter.

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