U.S. federal trademark · Serial No. 76112877 · Reg. No. 2687864
Computer software for financial planning analysis and evaluation, namely income, debt, taxes, mortgages, college tuition, insurance, namely disability, life, and long-term care; computer software for investment planning, namely bonds, equity, and real estate portfolios; and computer software for retirement and estate planning, namely education, assets, taxes, trusts, social security income, and pensions
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.