U.S. federal trademark · Serial No. 98449953 · Reg. No. 7632346
Financial planning; financial planning, namely, creating personalized strategies for achieving financial independence; financial planning and investment advisory services; investment management for others; financial trust planning; estate planning; investment advisory services; financial planning, namely, creating personalized investment strategies; investment management; financial planning for retirement; financial retirement planning; financial retirement plan consulting services; advice on finance during retirement
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.