U.S. federal trademark · Serial No. 86313269 · Reg. No. 4758752
A web-based software as a service (SaaS) featuring software for retirement and financial planning, development of customized financial plan for users to meet their fiscal goals, namely, estate planning, retirement planning and investment planning, and development of reports and other tools to assist users with their retirement and financial planning, analysis, and objectives
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.