U.S. federal trademark · Serial No. 77693730
Online financial planning service that assists users in establishing personal financial goals, evaluating tolerance for risk, examining income and expenses by comparing actual to budget, monitoring assets and liabilities, analyzing employee benefits, developing a comprehensive financial plan and/or developing modular financial plans in the fields of investment portfolio analysis, risk management, tax planning, college funding, retirement planning and estate planning, and written documents and printable materials in connection therewith
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.