U.S. federal trademark · Serial No. 87191009 · Reg. No. 5226773
Financial planning services, namely, comprehensive wealth management, long term care and life insurance planning, and financial planning for retirement, in particular, financial planning for retirement in the K-12 market serving school districts and non-profits with financial retirement plan design and implementation including 401(a), 403(b), and 457 plans as well as benefit structures for highly compensated employees
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