U.S. federal trademark · Serial No. 99252264 · Reg. No. 8320933
Financial retirement plan consulting services; Financial planning for retirement; Financial planning and investment advisory services; Estate planning; Insurance consulting in the field of life insurance; Investment advice in the fields of annual income and capital gains taxes; Investment consultation in the fields of tax strategies for business continuation plans and business exit strategy for retirement purposes
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.