U.S. federal trademark · Serial No. 87081779
Financial advice and consultancy services; financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; investment advice; providing a website featuring personal financial information and financial advice; retirement planning services, namely, financial planning for retirement; estate planning services; insurance services, namely, insurance agency and brokerage; consulting and information concerning insurance; Financial counseling related to the client's determination of a life purpose, and a personal mission; Providing advice, counseling, coaching and exercises designed to provide to a financial services client a means of identifying a life purpose and a personal life mission; Counseling to a financial services client to assist in fulfilling his or her individual passions
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.