U.S. federal trademark · Serial No. 99064802 · Reg. No. 8148480
Business planning; Business succession planning; Business strategic planning services
Providing on-line non-downloadable articles in the field of finance, insurance, retirement, estates, and wealth management; On-line journals, namely, blogs featuring finance, insurance, retirement, estates, and wealth management; Providing online non-downloadable videos in the field of finance, insurance, retirement, estates, and wealth management; Providing on-line newsletters in the field of finance, insurance, retirement, estates, and wealth management
Insurance consultation; Financial advisory services; Financial analysis; Financial research; Financial information; Insurance information; Financial services, namely, wealth management services; Financial planning for retirement; Estate planning; Consulting services in the field of employee benefit plans concerning insurance and finance
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.