U.S. federal trademark · Serial No. 98169420
Printed publications, namely, reports featuring evaluations for financial retirement plans; Printed financial plans; Printed customized financial plans; Printed materials, namely, reports in the fields of retirement plan management, investment management, management of retirement plan and investment expenses, financial planning; Printed forms used by consultants to facilitate goal-setting and planning
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.