U.S. federal trademark · Serial No. 98585396
Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning in the field of employee benefit plans concerning insurance and finance; On-line financial planning services; Providing information in the field of financial planning; Providing information in the field of financial planning for individuals, families, business owners and C-suite executives
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.