YOUR RETIREMENT DESERVES A STRATEGY

Live / Registered — Registered (as of 21 Apr 2026)

What this means for you

Registered since 21 Apr 2026. The owner can stop confusingly similar uses in the classes it covers; it stays on the register as long as the owner keeps up the maintenance filings (next due by 21 Apr 2032: the §8 declaration of use).

Record

Serial number
98520995
Registration number
8224413
Mark type
Slogan / phrase
Filed
26 Apr 2024
Published for opposition
18 Feb 2025
Registered
21 Apr 2026
Next maintenance filing
§8 declaration of use, due by 21 Apr 2032 (grace period to 21 Oct 2032)
Attorney of record
Julia Anne Matheson

Goods and services

  • Class 035 — Advertising and business services: Tax preparation and planning services; accounting services
  • Class 036 — Insurance and financial services: Strategic financial advisory services; financial consulting services; financial planning and investment advisory services; investment management services; financial retirement plan consulting services; estate trust planning services; estate planning; estate trust management; estate valuation services; Insurance information and consultancy

Owner

Prosecution history

  • 21 Apr 2026 — NOTICE OF REGISTRATION CONFIRMATION EMAILED
  • 21 Apr 2026 — REGISTERED-PRINCIPAL REGISTER
  • 01 Apr 2026 — NOTICE OF ACCEPTANCE OF STATEMENT OF USE E-MAILED
  • 01 Apr 2026 — ALLOWED PRINCIPAL REGISTER - SOU ACCEPTED
  • 16 Mar 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
  • 16 Mar 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
  • 16 Mar 2026 — ASSIGNED TO LIE
  • 11 Mar 2026 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
  • 16 Dec 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED
  • 16 Dec 2025 — NON-FINAL ACTION E-MAILED
  • 16 Dec 2025 — SU - NON-FINAL ACTION - WRITTEN
  • 14 Nov 2025 — STATEMENT OF USE PROCESSING COMPLETE
  • 30 May 2025 — USE AMENDMENT FILED
  • 14 Nov 2025 — CASE ASSIGNED TO INTENT TO USE PARALEGAL
  • 23 Jun 2025 — TEAS CHANGE OF CORRESPONDENCE RECEIVED

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