U.S. federal trademark · Serial No. 97687290 · Reg. No. 7259068
Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, post-divorce financial planning, financial planning after a death of a loved one, financial planning for the education funding for children or grandchildren, and family financial wealth transfer planning; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial retirement plan consulting services; Financial asset management; Strategic financial advisory services
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