U.S. federal trademark · Serial No. 86741207 · Reg. No. 5266562
Providing information and advice in the fields of aligning financial goals with life goals; financial consultation relating to financial investment, wealth evaluation, wealth creation, wealth building and wealth management strategies; financial planning; financial planning for retirement
Tax consultation relating to tax minimization strategy
Educational services, namely, home study courses and conducting online and in-person seminars in the fields of aligning financial goals with life goals, financial investment strategy, tax minimization strategy, wealth evaluation, wealth creation and building strategies, wealth management strategy, financial planning and retirement planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.