U.S. federal trademark · Serial No. 85592268 · Reg. No. 4278611
Financial planning for retirement; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; financial asset management; [ financial services rendered in connection with the issuance, receipt, and transfer of lines of credit, namely, credit processing services; ] estate planning; providing information and consultancy in the field of insurance; [ real estate services, namely, property management services for condominium associations, homeowner associations, and apartment buildings; mortgage services, namely, buyer pre-qualification of mortgages for mortgage brokers and banks; ] advisory services in the field of [ employee benefits for group healthcare and ] business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer insurance, accidental death, and dismemberment [ ; bill payment services ]
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