U.S. federal trademark · Serial No. 76564375 · Reg. No. 2992948
[ business planning; business consultation ]
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 nonqualified 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 ]
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.