PLAN TWICE, RETIRE ONCE Trademark
Trademark Overview
On Tuesday, June 9, 2026, a trademark application was filed for PLAN TWICE, RETIRE ONCE with the United States Patent and Trademark Office. The USPTO has given the PLAN TWICE, RETIRE ONCE trademark a serial number of 99873881. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Tuesday, June 9, 2026. The PLAN TWICE, RETIRE ONCE trademark is filed in the Insurance & Financial Services and Education & Entertainment Services categories with the following description:
On-line financial planning services; Financial planning and investment advisory services; Financial retirement plan consulting services; Investment advisory services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, retirement planning and wealth management
Educational services, namely, providing workshops, seminars, and classes in the fields of financial planning, retirement planning, investment management,
and wealth management
General Information
| Serial Number | 99873881 |
| Word Mark | PLAN TWICE, RETIRE ONCE |
| Filing Date | Tuesday, June 9, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Tuesday, June 9, 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
| Pseudo Mark | PLAN TWICE RETIRE ONCE |
| Pseudo Mark | PLAN TWO TIMES RETIRE ONCE |
| Goods and Services | On-line financial planning services; Financial planning and investment advisory services; Financial retirement plan consulting services; Investment advisory services; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, retirement planning and wealth management |
| Goods and Services | Educational services, namely, providing workshops, seminars, and classes in the fields of financial planning, retirement planning, investment management,
and wealth management |
| Pseudo Mark | PLAN TWO TIMES RETIRE ONE TIME |
| Pseudo Mark | PLAN TWICE RETIRE ONE TIME |
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 | Tuesday, June 9, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
| International Class | 041 - Education; providing of training; entertainment; sporting and cultural activities. |
| US Class Codes | 100, 101, 107 |
| Class Status Code | 6 - Active |
| Class Status Date | Tuesday, June 9, 2026 |
| Primary Code | 041 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | NOT AVAILABLE |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 01 - Individual |
| Address | North Richland Hills, TX 76180
US |
Trademark Events
| Event Date | Event Description |
| Tuesday, June 9, 2026 | NEW APPLICATION ENTERED |
| Tuesday, June 9, 2026 | APPLICATION FILING RECEIPT MAILED |
