U.S. federal trademark · Serial No. 86313255 · Reg. No. 5018380
Providing information and advice in the field of finance, financial investments, and the financial aspects of retirement; financial planning and investment advisory services, namely, analysis of personal finances and development of a customized financial plan to meet fiscal goals, namely, estate planning, retirement planning and investment planning; financial advisory and consultancy services, namely, the creation of personalized strategies to achieve retirement; advisory services in the field of insurance, namely, life insurance, annuities and long term care insurance; financial services, namely, providing investment options available for variable annuity and variable life insurance products, securities, mutual funds, shares or stocks and other securities
A web-based software as a service (SaaS) featuring software for retirement and financial planning, development of customized financial plan for users to meet their fiscal goals, namely, estate planning, retirement planning and investment planning, and development of reports and other tools to assist users with their retirement and financial planning, analysis, and objectives
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.