U.S. federal trademark · Serial No. 86816930
Estate planning; Estate trust management; Estate trust planning; Financial consultancy and insurance consultancy; Financial planning for retirement; Financial retirement plan consulting services; Financial risk assessment services; Financial risk management; Financial risk management consultation; Financial services, namely, wealth management services; Individual retirement account services; Insurance and financial information and consultancy services; Insurance consulting in the field of long term care, life and health insurance; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.