PLAN FOR FINANCIAL COMFORT Trademark
Trademark Overview
On Monday, July 13, 2026, a trademark application was filed for PLAN FOR FINANCIAL COMFORT with the United States Patent and Trademark Office. The USPTO has given the PLAN FOR FINANCIAL COMFORT trademark a serial number of 99937803. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Monday, July 13, 2026. This trademark is owned by Integrated Financial Partners, LLC. The PLAN FOR FINANCIAL COMFORT trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning and investment advisory services; Financial advisory services
General Information
| Serial Number | 99937803 |
| Word Mark | PLAN FOR FINANCIAL COMFORT |
| Filing Date | Monday, July 13, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Monday, July 13, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Financial planning and investment advisory services; Financial advisory services |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Monday, July 13, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, September 15, 2008 |
| First Use In Commerce Date | Monday, September 15, 2008 |
Trademark Owner History
| Party Name | Integrated Financial Partners, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Worcester, MA 01605
US |
Trademark Events
| Event Date | Event Description |
| Monday, July 13, 2026 | NEW APPLICATION ENTERED |
| Monday, July 13, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, July 13, 2026 | APPLICATION FILING RECEIPT MAILED |
