SIMPLIFYING MONEY. ENRICHING LIFE. Trademark Information

On Tuesday, February 28, 2017, a U.S. federal trademark registration was filed for SIMPLIFYING MONEY. ENRICHING LIFE.. The USPTO has given the SIMPLIFYING MONEY. ENRICHING LIFE. trademark serial number of 87353343. The current federal status of this trademark filing is REGISTERED. The correspondent listed for SIMPLIFYING MONEY. ENRICHING LIFE. is 5 POINT FINANCIAL GROUP, INC. of ********,********, ***** **** . The SIMPLIFYING MONEY. ENRICHING LIFE. trademark is filed in the category of Insurance & Financial Services . The description provided to the USPTO for SIMPLIFYING MONEY. ENRICHING LIFE. is Advice relating to investments; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial asset management; Financial due diligence; Financial evaluation for insurance purposes; Financial information and advisory services; Financial investment brokerage; Financial management; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning and investment advisory services; Financial portfolio analysis services; Financial portfolio management; Financial retirement plan consulting services; Financial risk management; Financial risk management consultation; Financial services, namely, estate settlement services; Financial services, namely, investment fund transfer and transaction services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; 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 services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial trust planning; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial retirement plan consulting services; Financial trust planning; Insurance consultancy; Insurance services, namely, underwriting, issuance and administration of life, health, accident, fire insurance; Investment advice; Investment advisory services; Investment consultation; Investment management; Investment management of and distribution of variable annuities; Investment of funds; Life insurance underwriting; Mutual fund investment; Mutual funds and capital investment; On-line financial planning services; Providing financial information; Providing financial information via a web site; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing investors with financial information; Trust services, namely, investment and trust company services.