U.S. federal trademark · Serial No. 88637871
Advice on finance during retirement; Debt counseling services; Financial consultation in the field of, namely, business and personal finances, investments and insurance; Financial management in the field of, namely, investments and insurance for a commission or fee; Financial planning consultation; Financial planning for retirement; Financial planning, namely, asset allocation, education planning, estate planning, tax planning, financial statement and portfolio report analysis, general analysis and planning, insurance analysis, retirement planning, business planning, divorce planning; Financial advice, namely, budget planning; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial advisory and consultancy services, namely, investment advisory services for a fee, personal and business finance consulting; Financial counseling services, namely, helping others build a better working relationship with their money; Investment advice in the fields of, namely, financial planning, insurance, retirement planning, estate planning, tax planning, education planning, divorce planning and business planning; Investment consultation in the fields of, namely, personal and business finances, investments and insurance
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.