Financial Planning would encompass the entire portfolio of any individual (especially including external concerns: 529 Plans, Retirement planning, Roth IRA's, annuities, and the list goes on). As far as the type of assets you would invest in is entirely dependent upon the personal objective (whether it be strictly advice, diving into stocks/bonds/options trading, planning for future unexpected expenses, etc.).
REITS and Mutual Funds are unrelated, as I wanted to see if investors would be interested in working with professional CFP's to help them manage their portfolio in a licensed and fiduciary manner (as opposed to, for example, hearing which stocks are hot at the moment)- so that both parties can benefit. Syndicators do not have the licensing nor expertise of CFPs/CFAs, which would be an important factor when choosing help to manage your portfolio.
