U.S. federal trademark · Serial No. 98376465 · Reg. No. 7980389
Consulting services in the field of state and federal employee benefit plans concerning insurance and finance; Financial retirement plan consulting services; Providing information about healthcare insurance plans; Providing information in the field of financial planning
Printed publications, namely, articles, handouts, checklists, in the field of finance, investment, and taxation planning
Tax and taxation planning, advice, information and consultancy services
Downloadable educational publications, namely, printable articles, handouts, checklists, in the field of finance, investment, and taxation planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.