U.S. federal trademark · Serial No. 88546108 · Reg. No. 5989773
Fiduciary investment portfolio management, namely, fee-only financial planning for retirement, estate planning, and tax planning for individuals and businesses; investment management services, namely, fiduciary financial management of participant-directed investment plans; investment portfolio management, namely, comprehensive fee-only fiduciary wealth management services for individuals and businesses, all delivered as a Registered Investment Advisor (RIA); fiduciary services, namely, fee-only Registered Investment Advisory (RIA) services in the nature of financial data analysis, and investment portfolio design and rebalancing of investment portfolios
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