Financial Planning and Investment Advising can take into account many different elements of personal, commercial and otherwise activities;

Some of the items/topics of particular professional interest to the firm include;

"Like Kind" Exchanges,

*Individuals' "financial plans"

Estate Planning,

Financial Planning Strategies Involving "Retirement Accounts", etc.
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 Usage of Trusts, and Related Items,

~"Advanced" Investment Portfolio Analysis, Composition, and Theory,

Different Approaches to Hedging "Risk" in an Investment Portfolio,

*"Bespoke" Investment Portfolios,

Specific Individual Investment Analysis,

Tactical and Strategic Usage of ETFs in an Investment Portfolio,

REITs(Real Estate Investment Trusts),

Investment Trading Strategies,

Psychology,

Spirituality and "Humanistic" Themes,

Accessible Investment Writing,

Business Structure,

*Business Cash Management and the Optimization Thereof,

Real Estate Investing and Associated Items,

*Insurance as Part of a Financial/Estate Plan(Health, Annuities, and Life Insurance),

Specialty/Tax Advantaged Savings and Investment, etc. Accounts,

Alternative Investments in general,

Handling of "Legal Liability" Through Business Structure,

Valuation of a specific business or project related items,

*Business-Treasury-Management Advising,

Cats wearing bow-ties, and/or other costumes,

etc.,
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