U.S. federal trademark · Serial No. 88463983
Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial planning, namely, wealth management; Financial planning, namely, tax preparation; Financial planning, namely, insurance; Financial planning, namely, workshops; Financial administration of retirement plans; Financial retirement plan consulting services; 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 check or negotiable order of withdrawal over a global data network; 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
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.