U.S. federal trademark · Serial No. 88953409 · Reg. No. 6187084
Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial consultation in the field of personalized wealth management plans using life insurance policies, use of life insurance profits for making mortgage payments, and retirement planning; Financial evaluation for insurance purposes; Financial planning, namely, creating personalized strategies for achieving financial independence; Insurance and financial information and consultancy services; Providing financial consultation services to teachers and retired teachers
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.