HELPING YOU MAKE THE MOST OF YOUR LIFE
Mark Identification

HELPING YOU MAKE THE MOST OF YOUR LIFE

Serial Number

99684731

Filing Date

Mar 5, 2026

Trademark by

JOEL LARSEN

Classification Information

Financial consultancy; Financial planning; Financial consultation; Financial advice; Financial consulting; Financial analyses; Financial analysis; Financial valuations; Financial forecasting; Financial management; Financial planning consultation; Financial asset management; Financial trust planning; Financial securities brokerage; Financial portfolio management; Financial consultancy services; Financial advisory services; Financial information and evaluations; Financial portfolio analysis services; On-line financial planning services; Financial planning for retirement; Credit and financial consultation; Strategic financial advisory services; Financial risk management consultation; Financial analysis and consultation; Financial wealth management services; Financial advice on retirement; Financial management for businesses; Providing financial advisory services; Providing investors with financial information; Financial information and advisory services; Financial advisory and consultancy services; Financial advice and consultancy services; Financial retirement plan consulting services; Financial consultancy and insurance consultancy; Financial administration of retirement plans; Financial services, namely, mortgage refinancing; Financial services, namely, mortgage planning; Providing financial risk assessment services; Financial management relating to investments; Financial advice relating to retirement; Financial consultancy for lottery winners; Providing financial services with respect to securities and other financial instruments and products, namely, providing financial market news and commentary; Financial services, namely, wealth management services; Financial planning and investment advisory services; Financial management of employee pension plans; Financial administration of employee pension plans; Monitoring financial markets for investment purposes; Providing financial information via a website; Financial advice relating to income tax; Providing information regarding financial investment strategies; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Providing information, commentary and advice in the field of finance, financial investments and financial valuations; Financial services, namely, the trading of financial instruments, securities, shares, options and other derivative products; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing information in the field of financial planning

Insurance and Financial