U.S. federal trademark · Serial No. 99556029 · Reg. No. 8364569
Financial and consulting services, namely advice to individuals regarding gifts to institutions and charitable organizations, including life insurance policies; goal-focused financial planning services, namely, analysis of current financial position; long-term financial planning for retirement, long-term care, charitable gifting, and education; risk mitigation management, namely, providing financial risk assessment services for the mitigation of risk of loss and damage for insurance and financial purposes; financial insurance consulting being financial evaluation for insurance purposes; estate planning; long-term financial planning services in the fields of charitable gifting strategies and planning, investment planning and management; small business financial planning services, namely, consulting and providing advice in the field of employee financial benefit plans
Tax planning; providing business consulting and advice to small businesses in the fields of business structure and business succession planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.