U.S. federal trademark · Serial No. 90327121 · Reg. No. 6461562
Financial planning services, namely, tax advisory services and tax planning
Financial planning services, namely, income planning, wealth preservation and asset protection services; Retirement and estate planning services; Retirement account maximization services; Life insurance planning services; Annuity and long-term care insurance planning services; Investment advisory services; Financial consultancy and insurance consultancy services; Financial investment brokerage services; Insurance brokerage services; Banking account and investment administration services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.