U.S. federal trademark · Serial No. 86922536 · Reg. No. 5058578
Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Individual retirement account services; Financial retirement plan consulting services; Financial administration of retirement plans; Financial administration of retirement planning; Financial planning for retirement; Investment consultation in the fields of retirement planning; Investment management in the fields of retirement planning; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Providing information in the field of employee financial benefit plans
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