U.S. federal trademark · Serial No. 99537796
Software as a service (SaaS) services featuring software for use in financial planning
Financial planning and investment advisory services
Downloadable computer software and mobile applications for personalized financial planning and investment guidance, namely software that calculates optimal savings and spending rates and determines a personalized “Freedom Age
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.