U.S. federal trademark · Serial No. 86899110 · Reg. No. 5053483
Estate planning; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, Retirement Planning; Financial planning, namely, Life insurance; Financial planning, namely, Estate Planning; Financial retirement plan consulting services; Financial administration of retirement plans; Financial trust planning; Estate planning; Financial retirement plan consulting services; Financial administration of retirement plans; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.