U.S. federal trademark · Serial No. 86563400 · Reg. No. 5042072
Business tax planning and consultation services; tax planning in relation to estate and legacy planning; business succession planning and consultation services related thereto
Financial services, namely, providing financial planning services and advice regarding investments involving stocks, bonds, ETFs, mutual funds, individual retirement plans, 401(k)s, alternative investments, and educational funding accounts; insurance services, namely, insurance consultation in the field of key man insurance, long term care, disability, whole life and term insurance; estate and financial legacy planning services involving trust accounts, wealth transfer strategies, divorce and separation planning strategies, and domestic partnerships; banking services, namely, financial planning and advice involving credit cards, cash accounts, check writing, online bill paying, and securities trading; financial administration consultancy services, namely, consultancy regarding the financial administration of employee healthcare plans, employee retirement plans, and business tax payments; financial consultation in the field of the financial aspects of business succession planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.