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 interest to the firm include;

"Like Kind" Exchanges,
*Individuals' "financial plans"
Estate Planning,
Trust 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,
Investment Trading Strategies,
Psychology,
Spirituality and "Humanistic" Themes,
Accessible Investment Writing,
Business Structure,
Real Estate Investing and Associated Items,
*Insurance as Part of a Financial/Estate Plan(Health, Annuities, and Life Insurance), 
Specialty/Tax Advantaged 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,
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etc.,
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