U.S. federal trademark · Serial No. 87140543 · Reg. No. 5387618
Estate planning; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial services, namely, wealth management services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial risk assessment services; Insurance agencies in the field of life insurance; Insurance agencies; Insurance brokerage; Insurance consultancy; Insurance consulting in the field of life insurance; Insurance services, namely, insurance eligibility review and verification and consultation in the life insurance industry; Life insurance brokerage; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Strategic financial advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.