U.S. federal trademark · Serial No. 86310397 · Reg. No. 4671671
Financial analysis and planning; asset management; debt management; financial risk management; insurance brokerage in the fields of longterm care insurance, disability insurance, property and casualty insurance, and life insurance; estate, trust and wealth distribution planning; consulting regarding philanthropic monetary and asset donations; and mortgage brokerage
Tax assessment, tax consultation, tax preparation, and business risk management services; family business consulting
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.