Mark Identification

RETIRE RIGHT RISK MANAGEMENT INCOME GENERATIONAL PLANNING HEALTHCARE TAX STRATEGIES

Serial Number

99308585

Filing Date

Jul 29, 2025

Trademark by

WILSON FINANCIAL GROUP LLC

Classification Information

Financial risk management; Insurance risk management; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial advice relating to income tax; Financial planning and investment advisory services; Estate planning; Financial retirement plan consulting services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial consultancy services in the area of healthcare

Insurance and Financial