U.S. federal trademark · Serial No. 98326368 · Reg. No. 8206590
Estate planning; Financial advice, namely, budget planning; Financial asset management; Financial forecasting; Financial planning and investment advisory services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financing services; Insurance consultation; Life insurance brokerage; Trustee services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.