VITAL PLANNING GROUP
Mark Identification

VITAL PLANNING GROUP

Serial Number

97152040

Filing Date

Dec 1, 2021

Registration Date

Jan 3, 2023

Trademark by

VITAL PLANNING GROUP LLC

Active Trademark

Classification Information

Administration of employee benefit plans concerning insurance and finance; Financial administration of employee pension plans; Administration of employee welfare benefit plans concerning insurance and finance; Administration of pre-paid health care plans; Consulting services in the field of retirement plan administration; Consulting services in the field of state and federal employee benefit plans concerning insurance and finance; Estate planning; Estate trust management; Estate trust planning; Financial administration of retirement plans; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, creating personalized strategies achieving financial independence; 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; Financial trust planning; Organizing pre-paid health care plans; Processing, administering and managing employee benefit plans concerning insurance and finance; Providing information in the field of employee financial benefit plans; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Providing on-line information in the field of charitable monetary giving through financial and estate planning

Insurance and Financial