U.S. federal trademark · Serial No. 88756666
Estate planning; Financial planning and investment advisory services; Financial planning for retirement; Financial portfolio management; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Insurance services, namely, underwriting, issuance and administration of long term care, life, and disability insurance; Investment consultation in the fields of retirement; Investment management in the fields of retirement
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.