U.S. federal trademark · Serial No. 76555274
financial and insurance services, namely, financial planning, estate planning, tax planning, financial planning and consultation for charitable giving, portfolio management and asset allocation; financial analysis and consultation for maintaining desired cash flow, for funding college education, for salary continuation in the case of death or terminal illness, for disability plans, for retirement funding strategies, and for qualified and non-qualified retirement plans; insurance consultation; risk management and insurance consultation with regard to equity investment transactions, executive compensation plans, deferred compensation plans and employee benefit plans; administration of employee benefit plans; financial investment in the field of securities; funds investment; funds investment consultation; investment advice
printed matter, namely, financial newsletters and reports
business planning; business consultation
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.