U.S. federal trademark · Serial No. 88288550 · Reg. No. 6703661
financial planning, consultation and advisory services, estate planning services, trust planning services, annuity planning services, retirement planning services, financial gift planning services, personal, family and business estate and wealth planning services
accounting services, income tax preparation services, estate tax preparation services, tax planning, consultation and advisory services, estate tax planning services, forensic accounting services, asset tracing services for business purposes, and business succession planning services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.