U.S. federal trademark · Serial No. 50107577
Financial planning; Financial planning consultation; On-line financial planning services; Financial planning for retirement; Financial retirement plan consulting services; Providing information in the field of financial planning; Financial advice, namely, budget planning; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial services, namely, wealth management services; Providing information in the field of wealth management; Financial wealth management services; Financial management via the Internet; Financial portfolio management; Financial management; Financial risk management consultation; Investment management; Financial management relating to investments; Estate planning; Providing information in the field of estate planning; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.