U.S. federal trademark · Serial No. 99308221 · Reg. No. 8166128
Financial planning for retirement; advice on finance during retirement; investment advice in the fields of retirement; investment management in the fields of retirement; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; financial planning and investment advisory services; financial asset management; financial consulting; financial portfolio management
Education services, namely, providing classes, seminars, and workshops in the fields of financial planning, asset management, wellness, elder care, and career coaching
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.