U.S. federal trademark · Serial No. 99060143 · Reg. No. 8038373
Financial planning for education savings and funding; financial planning for retirement; financial planning for divorce, pre-marriage, incapacity, social security income; financial services, namely, investment planning, financial trust planning, estate planning, mortgage planning; financial planning for elder care, trusts; financial planning for tax management needs; insurance consulting in the field of life and health insurance; Financial planning and investment advisory services
Coordination with tax professionals, and review of tax documents services, namely, tax advisory services
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