U.S. federal trademark · Serial No. 77312416 · Reg. No. 3585384
Retirement and estate planning, namely, comprehensive planning that focuses on safer investment tools, exclusively investments that have not returned a loss to the investor, reasonable rates of return, and simpler investment portfolios; all services exclude the set up or management of 401(k) plans, and exclude investment in or management of publicly traded investments, including bond and stock mutual funds
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