U.S. federal trademark · Serial No. 99234635
Financial planning, namely, creating personalized strategies for retirement income, asset allocation, reserve funding, and legacy distribution using a proprietary methodology.
Education services, namely, providing seminars, webinars, and online courses in the fields of financial planning, retirement income strategies, and wealth legacy using a proprietary methodology.
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.