U.S. federal trademark · Serial No. 99484964
Financial advisory services in the fields of: advising others on retirement income planning, tax planning, risk management and asset protection, insurance planning, eldercare and long-term care planning, social security planning, 529 college savings plan and college planning, strategic money management, investment withdrawal strategy, business succession planning, charitable giving, family support issues, second opinions, retirement planning, education planning, investment management, and property and trust management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.