U.S. federal trademark · Serial No. 85435030 · Reg. No. 4195938
Advisory services in the field of employee benefits for group healthcare and business insurance offered to employees in addition to standard benefits such as medical, dental, life insurance including short term disability, long term disability, cancer insurance, accidental death and dismemberment; Estate planning; Financial administration of retirement plans; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial planning and investment advisory services; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, savings plan selection; Financial portfolio management; Insurance brokerage services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.