U.S. federal trademark · Serial No. 77421532 · Reg. No. 4092678
Providing financial planning services using a tree methodology to discuss, implement, protect and improve one's financial situation with respect to budgeting and cash flow management, retirement planning, college planning, tax planning, risk management, and money management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.