U.S. federal trademark · Serial No. 86220624 · Reg. No. 4736474
Financial planning, namely, planning that reaches across the generations to educate and inform through multiple levels of income plans, investment plans, estate plans and legacy plans for families with and without children; financial planning, namely, creating personalized strategies for achieving financial independence; financial trust planning; financial planning for retirement
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.