U.S. federal trademark · Serial No. 98292702 · Reg. No. 7961710
Advice on finance during retirement; Financial consultation in the field of retirement plans for federal employees; Financial administration of retirement plans for federal employees; Financial advice; Financial analysis; Financial asset management; Financial consulting; Financial planning; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio management; Financial retirement plan consulting services; Financial services, namely, wealth management services; Investment consultation; Investment management; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.