U.S. federal trademark · Serial No. 99014873
Financial planning; Financial planning consultation; Financial planning for retirement; Financial advice, namely, budget planning; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial retirement plan consulting services; Financial planning and investment advisory services; Financial management of employee pension plans; Providing information in the field of financial planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.