U.S. federal trademark · Serial No. 97207256 · Reg. No. 7288164
Advice on finance during retirement; Consultancy services relating to insurance; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial consulting; Financial evaluation, tracking, analysis, forecasting, consultancy, advisory and research services relating to securities and other financial instruments; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial risk management; Financial risk management consultation; Financial services, namely, wealth management services; Providing a web site featuring personal financial information and financial advice
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.