U.S. federal trademark · Serial No. 88505724 · Reg. No. 5961403
Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, healthcare planning; Financial planning, namely, estate planning; Financial retirement plan consulting services; Financial trust planning; Financial advisory and consultancy services, namely, coordination, within a single account of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Investment advice
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