U.S. federal trademark · Serial No. 77081314
Personal financial analysis and planning calculation tools in the nature of online, interactive questionnaires to assist in personal financial assessment and making decisions in the areas of personal financial planning and management, legacy planning, and charitable giving; information provided by electronic means in the fields of personal financial assessment, personal financial planning and management, legacy planning, and charitable monetary giving
Printed matter, namely, questionnaires, reports, brochures, and newsletters in the fields of personal financial assessment, personal financial planning and management, legacy planning, and charitable giving
On-line publications, namely, questionnaires, reports, brochures, and newsletters in the fields of personal financial assessment, personal financial planning and management, legacy planning, and charitable giving, all for educational purposes
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.