WE WORK WITH INDIVIDUALS AND FAMILIES WHO SEEK TO MINIMIZE TAX LIABILITIES, ARE CONCERNED THEY MAY NOT BE FULLY PREPARED IN ALL KEY AREAS OF RETIREMENT, AND WANT TO OPTIMIZE THEIR HARD-EARNED FINANCIAL RESOURCES.
Live / Applied — New application — not yet assigned to an examiner (as of 10 Feb 2026)
What this means for you
Not registered yet, but its 10 Feb 2026 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 99644720
- Mark type
- Stylized text
- Filed
- 10 Feb 2026
- Attorney of record
- C. Russell Riddle
Goods and services
- Class 036 — Insurance and financial services: Financial retirement plan consulting services
Owner
- Gabriela C. Mechem, San Jose, CA, US
Prosecution history
- 10 Feb 2026 — APPLICATION FILING RECEIPT MAILED
- 10 Feb 2026 — NEW APPLICATION ENTERED