Trademark Overview
On Friday, February 28, 2025, a trademark application was filed for PERFECT PLAN with the United States Patent and Trademark Office. The USPTO has given the PERFECT PLAN trademark a serial number of 99061013. The federal status of this trademark filing is NEW APPLICATION - ASSIGNED TO EXAMINER as of Monday, July 21, 2025. This trademark is owned by Schiff Executive Benefits, LLC.. The PERFECT PLAN trademark is filed in the Insurance & Financial Services and Education & Entertainment Services categories with the following description:
Entertainment services, namely, providing podcasts in the fields of insurance, finance, benefits, and financial planning
Insurance information, advisory, and consultancy services; financial information, advisory, and consultancy services; financial retirement plan consultancy services; financial planning and investment advisory services; financial planning consultation; wealth management services; financial and investment services, namely, asset and investment acquisition, consultation, advisory, and development; financial evaluation, tracking, analysis, forecasting, consultancy, advisory, and research services; financial portfolio analysis services; information, advisory, and consultancy services in the fields of employee benefits, executive benefits, employee financial benefit plans, and compensation plans and packages; financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence
