U.S. federal trademark · Serial No. 98200104 · Reg. No. 7648320
Estate planning; Financial planning; Financial planning, namely, creating personalized strategies for achieving financial independence; Insurance brokerage services; Advice on finance during retirement; Financial retirement plan consulting services; Financial advice, namely, budget planning; Financial planning for retirement
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.