U.S. federal trademark · Serial No. 90634322
Financial Planning; Financial consulting services in the field of planned giving to non-profit and charitable organizations; Investment advisory services; Financial portfolio management; Financial planning for retirement; Financial planning services, namely, income planning strategies for retirement; Financial planning services, namely, legacy planning, intergenerational inheritance planning, intergenerational wealth planning; Estate planning; Estate trust planning; Financial trust planning; Trust services, namely, investment and trust company services; Financial risk management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.