U.S. federal trademark · Serial No. 50078171
Financial planning; Investment advisory services; Financial portfolio management; Financial planning for retirement; Financial consultation in the field of employer-sponsored retirement plans; Financial advisory services; Insurance consulting in the field of asset protection insurance
Educational services, namely, providing seminars, workshops, and non-downloadable educational content in the fields of financial planning, investment planning, retirement planning, asset protection, wealth building, and financial literacy for business owners and entrepreneurs
Business consulting services; Business consulting, management, and planning services in the field of business growth strategy and planning, employee benefits strategy, and business risk management for business owners and entrepreneurs
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.