U.S. federal trademark · Serial No. 85134046 · Reg. No. 3988800
Financial Planning; Asset management, namely, financial and capital asset management; Financial securities portfolio management; College planning, namely, financial planning for college; Retirement planning, namely, financial planning for retirement, financial administration of retirement plans, and individual retirement account services; Business benefits planning, namely, administration of employee benefit plans concerning finance; Estate Planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.