U.S. federal trademark · Serial No. 98421932
Financial planning; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial administration of retirement plans; Financial management of employee pension plans; Financial retirement plan consulting services; Providing information in the field of financial planning for investments, cash flow, debt, insurance policies, preservation of assets
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.