U.S. federal trademark · Serial No. 77369267 · Reg. No. 3690063
Financial planning, namely, the creation of personalized strategies to achieve financial independence; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; Financial planning consultation; Financial planning for retirement
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.