U.S. federal trademark · Serial No. 99738997
Financial planning for retirement; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial advice relating to tax; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial news and information in the field of personal finance management via online articles, newsletters, podcasts, videos, and blogs
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.