Filed June 22, 2019

Serial No. 88484864

Registered Jan. 14, 2020

Registration No. 5,959,695

Class Estate planning; Financial planning [ and investment advisory services; ] Financial planning consultation; Financial planning for retirement; Financial planning, namely, planning [ and investment advisory services ] for dentists, doctors, orthodontists and other medical practitioners; Financial administration of retirement and investment plans for dentists, doctors, orthodontists and other medical practitioners; Financial advisory and consultancy services, namely, creating personalized strategies for achieving financial independence for dentists, doctors, orthodontists and other medical practitioners; Financial information and advisory services; Financial management in the field of financial planning [ and investment advisory services ] for dentists, doctors, orthodontists and other medical practitioners; [ Investment advice; Investment advisory services; Investment consultation; ] Providing information [ and advice in the field of finance, financial investments,] financial valuations, and the financial aspects of retirement; [ Capital investment; Financial investment brokerage for dentists, doctors, orthodontists and other medical practitioners; ] Financial advice, namely, budget planning; Investment advice in the fields of creating personalized strategies for achieving financial independence for dentists, doctors, orthodontists and other medical practitioners; On-line financial planning services; Providing financial assessment services to dentists, doctors, orthodontists and other medical practitioners; Providing financial consultation services to dentists, doctors, orthodontists and other medical practitioners; Providing financial information services to dentists, doctors, orthodontists and other medical practitioners; Providing on-line information in the field of charitable monetary giving through financial and estate planning; 100; 101; 102

Case Type Service mark