U.S. federal trademark · Serial No. 85164734 · Reg. No. 4001636
Providing information and advice in the field of finance, financial investments, and the financial aspects of retirement; financial planning and investment advisory services, namely, analysis of personal finances and development of a customized financial plan to meet fiscal goals, namely, estate planning, retirement planning, business finance planning, investment planning, and planning for education costs; financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence or retirement; estate planning; advisory services in the field of employee benefits for group healthcare and business insurance offered to employees such as medical, dental, life insurance, short term disability, long term disability, accidental death and dismemberment; consulting and information concerning insurance, namely, consulting on insurance products designed to manage the risks of premature death, disability and health care
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