U.S. federal trademark · Serial No. 99070842 · Reg. No. 7952613
Tax and taxation planning, advice, information and consultancy services
Financial planning; financial consulting in the field of income planning, namely, consultation for Social Security maximization, income and expense analysis, inflation plans, and spousal financial and retirement plans and financial and wealth longevity protection; financial planning and consulting in the field of investment planning, namely, consultation for assessing risk and reducing risks to clients' portfolios, and comprehensive institutional money management; Medicare claims administration and consulting services rendered to individuals
Consulting services related to healthcare planning; healthcare consulting in the field of analyzing options for long-term healthcare
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.