U.S. federal trademark · Serial No. 50048857
Financial planning; Financial planning, namely, assessing risks, portfolio management, retirement planning, social security planning, wealth management, asset protection, tax optimization, legacy planning, charitable planning, and business planning.; Financial planning and investment advisory services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial asset management in the field of mutual funds, retirement savings plans, social security plans, insurance plans, tax plans, legacy plans, and business plans.
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.