U.S. federal trademark · Serial No. 88207475 · Reg. No. 6008937
Financial planning; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial retirement plan consulting services; Financial planning and investment advisory services; Financial trust planning; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Providing financial assistance for healthcare planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.