U.S. federal trademark · Serial No. 87506786 · Reg. No. 5385503
Financial and retirement planning services, namely, financial administration of retirement plans, and annuity plans and programs; retirement funds investment services; providing financial information in the field of retirement planning; financial planning for retirement; estate trust services; estate trust management services; estate planning services; retirement investment management services; providing retirement annuities and related investment management services for receiving and investing retirement savings and distributing the proceeds; providing financial investment advisory services for others to generate retirement income; individual retirement account services; investment management in the field of retirement; pooled investment fund management
Business research and data analysis services in the field of retirement planning
Providing educational presentations to individuals relating to retirement financial planning and estate planning services and printable materials distributed therewith; online electronic newsletters in the fields of financial retirement planning and estate planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.