U.S. federal trademark · Serial No. 86454478 · Reg. No. 4768455
Consulting and information concerning insurance; Estate planning; Financial consultation in the field of financial and legacy planning for families; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Insurance agency and brokerage; Insurance consultation
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.