U.S. federal trademark · Serial No. 97442254 · Reg. No. 7142682
Financial planning, namely, creating personalized strategies for achieving financial independence; Providing information over computer networks and global communication networks in the fields of finance, financial planning, financial investment, budgeting, money and banking, retirement financial planning, estate planning, real estate, investment real estate, small business, and insurance; Providing financial planning tools in the nature of an online, interactive database containing financial calculators, questionnaires and information to assist in making financial planning decisions
Computer programming services; Providing on-line, non-downloadable software for the creation, marketing and presentation of financial plans for financial advisors, financial planners, financial coaches and consumers
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.