U.S. federal trademark · Serial No. 76695700
financial planning, namely, the creation of personalized strategies to achieve financial independence; financial planning for retirement, mortgage planning, and college payment planning; financial planning consultation to prepare for emergencies; life insurance brokerage; estate planning; debt management consultation; debt consolidation and credit repair
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.