U.S. federal trademark · Serial No. 88359622 · Reg. No. 6071336
Investment, insurance, and financial services, namely, financial portfolio management and asset allocation namely, allocation of financial assets for investment purposes; consultation for charitable monetary giving, college education funding through the saving and investment of money, and financial planning to account for income continuation in the event of death or terminal illness or disability, retirement funding strategies being financial planning for retirement concerning both qualified and non-qualified retirement plans; financial planning, namely, the creation of personalized strategies to achieve financial independence
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