VIRTUAL FINANCIAL PLANNER Trademark

Serial Number: 77693730

VIRTUAL FINANCIAL PLANNER is a trademark filed by Planning Matters, Inc. on March 18, 2009. The trademark is classified under Class 36 (Insurance & Financial). The application is currently no longer active.

Trademark Classes

Class 36 - Insurance & Financial

Insurance; financial affairs; monetary affairs; real estate affairs

Owner Contact Info

Planning Matters, Inc. (4 trademarks)

9204 Raintree Lane
Charlotte, NC 28277

Entity Type: 03

Trademark Details

Filing Date

March 18, 2009

Registration Date

Not Registered

First Use Anywhere

June 25, 2008

First Use in Commerce

August 1, 2008

Goods & Services

Online financial planning service that assists users in establishing personal financial goals, evaluating tolerance for risk, examining income and expenses by comparing actual to budget, monitoring assets and liabilities, analyzing employee benefits, developing a comprehensive financial plan and/or developing modular financial plans in the fields of investment portfolio analysis, risk management, tax planning, college funding, retirement planning and estate planning, and written documents and printable materials in connection therewith