87191009
Oct 3, 2016
Jun 20, 2017
Active Trademark
Financial planning services, namely, comprehensive wealth management, long term care and life insurance planning, and financial planning for retirement, in particular, financial planning for retirement in the K-12 market serving school districts and non-profits with financial retirement plan design and implementation including 401(a), 403(b), and 457 plans as well as benefit structures for highly compensated employees
Insurance and Financial