U.S. federal trademark · Serial No. 98199692
Financial planning; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial advice, namely, budget planning; Financial retirement plan consulting services; Investment advice; Investment consultancy; Investment consultation; Advice relating to investments;
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.