U.S. federal trademark · Serial No. 90386334
Advice on finance during retirement; Corporate finance services, namely, consultation in the field of asset sales; Financial asset management; Financial planning for retirement; Financial retirement plan consulting services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Investment advice in the fields of retirement, namely, creation of and consultation regarding asset allocation models for use by individuals in company or entity sponsored retirement plans taking into account a variety of factors including age, savings, salary, available investment options in the company or entity sponsored retirement plan; Investment services, namely, asset acquisition, consultation, development and management services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.