U.S. federal trademark · Serial No. 98621592 · Reg. No. 8224973
Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial management in the field of estate and insurance investment strategies; Brokerage in the field of life insurance; Consultancy services relating to insurance; Financial consultancy and insurance consultancy; Providing information in the field of financial planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.