U.S. federal trademark · Serial No. 75220619 · Reg. No. 2222175
estate planning; retirement planning; financial planning; underwriting and administration of life insurance; underwriting and administration of annuities; mutual fund investment; estate analysis and consultation; financial analysis and consultation; investment consultation; insurance consultation; probate process consultation; employer provided benefits consultation; transfer of assets under a will consultation; transfer of assets under a trust consultation; applying for Social Security and other governmental benefits consultation
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.