U.S. federal trademark · Serial No. 50150511
Software as a service (SAAS) services featuring software for tracking assets, liabilities, investments, and net worth, designing personalized lifestyle plans, forecasting lifestyle costs and wealth accumulation, modeling investment, spending, retirement, and wealth transfer scenarios, searching for and comparing products and services based on user preferences and budgets, and creating and tracking financial and lifestyle goals
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.