U.S. federal trademark · Serial No. 97315782 · Reg. No. 7018710
Financial services in the nature of reviewing client retirement savings, investments, and actual or projected income and providing an analysis thereof, providing recommendations for existing and new savings and investment options to maximize income potential, offering support and advice in retirement savings and investing, which may be offered one time or on an ongoing basis
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.