U.S. federal trademark · Serial No. 99031988
Advisory services relating to credit and debit control, investment, grants and financing of loans; financial administration of retirement plans; financial advice, namely, budget planning; financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; financial planning; financial planning and investment advisory services; financial planning consultation; 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 retirement plan consulting services; financial services, namely, mortgage planning; financial trust planning; investment advisory services; providing on-line information in the field of charitable monetary giving through financial and estate planning
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