U.S. federal trademark · Serial No. 88209129 · Reg. No. 5855476
Financial administration of employee pension plans; Financial administration of retirement plans; Financial advice, namely, budget planning; Financial planning consultation; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning and investment advisory services; Financial services, namely, mortgage planning; Financial management in the field of employee pension plans; Financial planning for retirement; Financial retirement plan consulting services; Providing information in the field of employee financial benefit plans; Financial planning, namely, creating personalized strategies for achieving financial independence; On-line financial planning services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.