U.S. federal trademark · Serial No. 88286185 · Reg. No. 5912663
Financial planning; Financial planning consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning for retirement; Financial retirement plan consulting services
Business advisory services, consultancy and information; Assistance, advisory services and consultancy with regard to business planning, business analysis, and business organization; Business assistance, advisory and consulting services in the field of business succession; Business strategic planning services; Business planning; Business succession planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.