U.S. federal trademark · Serial No. 98674013
Financial advisory and consultancy services, namely, creating personalized strategies for achieving financial independence; Financial management in the field of investment portfolios and retirement; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial services, namely, mortgage planning; Providing financial information services to individual, employees, the elderly and military personnel; Providing information in the field of financial planning for individuals
Tax advisory services; Tax and taxation planning, advice, information and consultancy services
Education services, namely, providing live and on-line classes, seminars and workshops in the field of retirement, financial planning and financial literacy; Entertainment services, namely, providing podcasts in the field of retirement, financial planning and financial literacy; Providing a website featuring non-downloadable videos in the field of retirement, financial planning and financial literacy
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.