Filed April 1, 2026

Serial No. 99738045

Registered July 28, 2026

Registration No. 8,373,116

Class Financial planning; Financial planning consultation; Financial planning for retirement; Financial advice, namely, budget planning; Financial services, namely, mortgage planning; Financial planning and investment advisory services; Providing information in the field of financial planning; Providing information in the field of financial planning for higher education; On-line financial planning services; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial administration of retirement plans; Financial retirement plan consulting services; Financial management of employee pension plans; Financial administration of employee pension plans; Financial administration of employee benefit plans; Financial administration of group insurance plans; Financial consultancy in the field of planned donations for non-profit and charitable organizations; Providing information in the field of employee financial benefit plans; 100; 101; 102

Case Type Service mark