U.S. federal trademark · Serial No. 77496759 · Reg. No. 3649770
Financial planning; Financial planning and investment advisory services; 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 planning, namely, the creation of personalized strategies to achieve financial independence; Financial portfolio analysis services; Financial portfolio management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.