U.S. federal trademark · Serial No. 85322478 · Reg. No. 4085411
Retirement planning, namely, tax minimization review, in particular tax consultation
Retirement planning, namely, providing information regarding lifestyles in retirement
Providing educational services, namely, workshops, classes, and individual tutorials in the field of finance, financial investments, financial valuations, and financial management
Providing planning, information, advice, education and management in the field of finance, financial investments, financial valuations, and financial management; retirement planning, namely, advice about investment structure, asset allocation, asset diversification, income management, budgeting, cash flow analysis, non-market financial risk management, estate planning, insurance premium rate computing analysis, and financial evaluation analysis for insurance purposes
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.