U.S. federal trademark · Serial No. 90721232 · Reg. No. 6776546
Estate planning; Financial planning for retirement; Financial services, namely, wealth management services; Life insurance brokerage; Life insurance underwriting; Financial planning and investment advisory services
Business risk management services; Business succession planning; Insurance claims auditing services; Tax and taxation planning, advice, information and consultancy services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.