U.S. federal trademark · Serial No. 98752584
Financial planning, namely, creating a financial plan; Financial planning, namely, providing personal and business financial review; Wealth management; Financial planning consultation; Providing information in the field of financial planning; Financial counseling services, namely, helping others build a better working relationship with their money; Financial services, namely, wealth management services; Providing information in the field of wealth management; Financial planning, namely, creating personalized strategies for setting and achieving financial goals such as financial independence, retirement readiness, education funding, budgeting, and wealth protection excluding business management consultation
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.