U.S. federal trademark · Serial No. 97112352 · Reg. No. 6922690
Providing temporary use of on-line non-downloadable software for retirement planning
Money coaching services
Business assistance, advisory services and consultancy in the fields of budgeting, bookkeeping, preparation and filing of claims, preparation and filing of forms, bill paying, organizing and processing paperwork, development of plan to achieve goals and referral services to bereavement counselors
Downloadable computer software for producing financial models; Downloadable computer software, namely, an electronic financial platform that accommodates multiple types of payment and debt transactions in an integrated mobile phone, PDA, and web-based environment; Downloadable database management software for use by financial advisors; Downloadable spreadsheet software for use by budget analysts
Debt management consultation; Debt management services; Advice on finance during retirement; Financial retirement plan consulting services; Financial advice, namely, budget planning; Financial counseling services, namely, helping others build a better working relationship with their money; Financial planning for retirement; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.