U.S. federal trademark · Serial No. 88903309 · Reg. No. 6169494
Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, creating personalized strategies for achieving financial independence by use of financial products including life insurance, mutual funds, annuities, and personalized retirement plans; Financial advice; Financial planning; Financial planning for retirement; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.