U.S. federal trademark · Serial No. 97723226
Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial advice, namely, budget planning; Financial services, namely, administration of transactions involving funds drawn from securities, stocks, funds, equities, bonds, cash, or other types of financial investments in retirement plans using a credit or debit card over a global data network; On-line financial planning services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.