U.S. federal trademark · Serial No. 97519809 · Reg. No. 7221909
Financial analysis and planning; financial asset management; debt management; financial risk management; insurance brokerage in the fields of long-term care insurance, disability insurance, property and casualty insurance, and life insurance; estate, trust and wealth distribution planning; financial consulting, namely, consulting regarding philanthropic monetary and asset donations; and mortgage brokerage
Tax assessment, tax consultation, tax preparation, and business risk management services; family business organization consulting
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.