U.S. federal trademark · Serial No. 88727691 · Reg. No. 6095758
Financial services, namely, creating and reviewing personalized strategies for achieving financial independence, financial planning for retirement, advice on finance and investment during retirement, wealth management services, coordination of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; financial consultation in the fields of tax planning, estate planning, divorce planning, lending review and business transitions
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.