U.S. federal trademark · Serial No. 85784347 · Reg. No. 4410077
Financial advice and financial planning services utilizing a proactive questioning process for individuals, families, and privately held businesses in the field of nontraditional financial, investment for retirement planning featuring structured financial advice and the use of planning exercises to maximize tax and other opportunities in these arenas
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.