U.S. federal trademark · Serial No. 97723128 · Reg. No. 7276270
Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial advice, namely, budget planning; Financial retirement plan consulting services; On-line financial planning services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.