U.S. federal trademark · Serial No. 50051274
Financial advisory and consultancy services, namely, retirement income, individual retirement accounts, employer-sponsored retirement plans, pensions, Social Security benefits, inflation risk, market risk, and longevity risk consultancy; Financial planning for retirement; Financial advice on retirement; Financial retirement plan consulting services; Advice on finance during retirement; Financial advice relating to retirement; Financial planning, namely, financial planning relating to retirement; Financial risk management; Financial consultation in the field of retirement; Financial planning consultation; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, retirement income planning, tax planning, Social Security benefits, pension benefit election consultancy, annuities, long-term care insurance planning, inflation risk, market risk, and longevity risk; Advice relating to investments; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Capital investment; Investment advice in the fields of finance and financial investments relating to retirement; Investment consultation in the fields of finance and financial investments relating to retirement
Providing business advice and information in the field of finance and financial investments relating to retirement; Tax planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.