U.S. federal trademark · Serial No. 87639748 · Reg. No. 5766699
Financial services, namely, financial advice, wealth management, insurance advice and consultation in the field of life insurance, health insurance, long term care insurance, annuities, property and casualty insurance, estate planning, financial planning, financial consulting, tax advice, retirement planning in the nature of financial advice and consultation relating to IRAs, 401Ks, 403Bs, 457s, SEP IRAs, pensions, defined benefit plans, defined contribution plans, annuities, life insurance, real estate, long term care, Medicare plans, private notes, Social Security retirement benefits, cash-flow statements, investments, tax strategies, budgets, stock options, financial models, analysis of risk and returns, life insurance valuations, mortgage payoffs, financial planning for specific goals (i.e. travel, medical expenses), charitable gifting strategies, estate tax reduction strategies and asset allocation, real estate consultation pertaining to purchase, sale, acquisition, investment, rental, 1031 exchange, financing, mortgaging, cash-flow, commercial notes, mortgage notes, tax liens and second mortgages, registered investment advisory, and investment advice
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.