U.S. federal trademark · Serial No. 88138269 · Reg. No. 5882346
Financial and insurance services, namely, comprehensive financial planning; financial planning to maintain desired cash flow; estate planning; tax and taxation planning, advice, information and consultancy services; financial planning and consultation for charitable giving; financial portfolio management and financial asset management; financial analysis and financial consultation for funding college education, for salary continuation in the case of death or terminal illness, for disability plans, for retirement funding strategies, and for qualified and non-qualified retirement plans; insurance consultation; risk management and insurance consultation with regard to equity investment transactions
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.