U.S. federal trademark · Serial No. 78676289 · Reg. No. 3134424
Financial planning services * namely, improving retirement plan health by clearly defining goals of the retirement plan, identifying needed actions and measuring progress to confirm the retirement plan is working, excluding financial planning services related to life insurance and annuities *
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.