U.S. federal trademark · Serial No. 88392446 · Reg. No. 5986245
Financial planning and investment advisory services; 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 planning, namely, guiding a client to define their values, establish and periodically revisit and revise their goals, implement solutions, and monitor investment outcomes; Financial administration of retirement plans; Financial management in the field of retirement investments; 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; On-line financial planning services
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