GOALS-BASED PLANNING
Mark Identification

GOALS-BASED PLANNING

Serial Number

88420814

Filing Date

May 8, 2019

Registration Date

Mar 24, 2020

Trademark by

HORIZON INVESTMENTS LLC

Active Trademark

Classification Information

Financial advisory and consultancy services, namely, planning and consulting services based on financial analyses of investment options, portfolio allocations, assets, and long-term goals

Insurance and Financial

Providing a web-based service featuring technology that enables users to receive financial planning, consulting, and investment analysis

Computer and Scientific