U.S. federal trademark · Serial No. 78267519
Business management services for individuals; Accounting and bookeeping services; Business consulting and business development; tax planning, namely, tax preparation and tax consultation services.
Financial planning; financial forecasting; comprehensive financial planning in the field of investment planning; insurance brokerage; estate planning; financial planning for retirement; financial management of investment assets.
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.