U.S. federal trademark · Serial No. 99859521
Financial planning services; financial planning relating to budgeting and cash flow management; financial risk assessment and financial planning relating to insurance needs; retirement financial planning; financial analysis of retirement accounts and retirement plans for financial planning purposes; financial planning relating to education funding; charitable financial planning; financial planning relating to estate, gift, and wealth transfer strategies
Accounting services; tax preparation and tax compliance services; tax advisory and consulting services; bookkeeping services; preparation of financial statements for businesses; business consulting and business management advisory services; outsourced chief financial officer (CFO) advisory services; financial record keeping for businesses; business consulting relating to financial management and business operations
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.