U.S. federal trademark · Serial No. 98204444
Estate planning; Financial services, namely, wealth management services; Financial counseling services, namely, helping others build a better working relationship with their money; Financial advisory and consultancy services, namely specializing in income planning, medical care in retirement, taxes in retirement, and estate planning; Financial planning.
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.