U.S. federal trademark · Serial No. 88824421 · Reg. No. 6167961
Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, creating personalized strategies for achieving financial independence by use of financial products including life insurance, mutual funds, annuities, and personalized retirement plans; Financial planning, namely, creating personalized strategies for achieving financial independence by use of financial products including advisory accounts, fiduciary accounts, separately managed accounts, discretionary accounts, stocks and bonds, disability insurance, long term care, health insurance, senior settlement market, group benefits, 401(k)s, SIMPLE IRA plans, and SEP IRAs; Financial advice; Financial planning; Financial planning for retirement; Insurance consulting in the field of health insurance; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.