U.S. federal trademark · Serial No. 97185018 · Reg. No. 7392328
Estate planning; Financial management in the field of retirement, income, legacy, and business planning; Financial planning; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Insurance consulting in the field of life insurance
Business planning; Marketing services in the field of financial planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.