RETIRE RIGHT RISK MANAGEMENT INCOME GENERATIONAL PLANNING HEALTHCARE TAX STRATEGIES Trademark
Trademark Overview
On Tuesday, July 29, 2025, a trademark application was filed for RETIRE RIGHT RISK MANAGEMENT INCOME GENERATIONAL PLANNING HEALTHCARE TAX STRATEGIES with the United States Patent and Trademark Office. The USPTO has given the RETIRE RIGHT RISK MANAGEMENT INCOME GENERATIONAL PLANNING HEALTHCARE TAX STRATEGIES trademark a serial number of 99308585. The federal status of this trademark filing is RESPONSE AFTER NON-FINAL ACTION - ENTERED as of Friday, April 17, 2026. This trademark is owned by Wilson Financial Group, LLC. The RETIRE RIGHT RISK MANAGEMENT INCOME GENERATIONAL PLANNING HEALTHCARE TAX STRATEGIES trademark is filed in the Insurance & Financial Services category with the following description:
Financial risk management; Insurance risk management; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial advice relating to income tax; Financial planning and investment advisory services; Estate planning; Financial retirement plan consulting services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial consultancy services in the area of healthcare
General Information
| Serial Number | 99308585 |
| Word Mark | RETIRE RIGHT RISK MANAGEMENT INCOME GENERATIONAL PLANNING HEALTHCARE TAX STRATEGIES |
| Filing Date | Tuesday, July 29, 2025 |
| Status | 661 - RESPONSE AFTER NON-FINAL ACTION - ENTERED |
| Status Date | Friday, April 17, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 5 - Drawing with word(s) / letter(s) / number(s) in Stylized form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| NOT AVAILABLE | RETIRE and RISK MANAGEMENT INCOME GENERATIONAL PLANNING HEALTHCARE TAX STRATEGIES |
| Indication of Colors claimed | The color(s) dark tan Pantone color Code 4027 C, white is/are claimed as a feature of the mark. |
| Description of Mark | The mark consists of the wording RETIRE RIGHT in the color dark tan (Pantone color Code 4027 C), in which the term "RETIRE" is shown in small, stylized text, above the term "RIGHT" which is shown in larger, stylized text. The wording "RISK MANAGEMENT" is shown under and associated with the letter "R" in white color, the word "INCOME" is shown under and associated with the letter "I" in white color, the wording "GENERATIONAL PLANNING" is shown under and associated with the letter "G" in white color, the word "HEALTHCARE" is shown under and associated with the Letter "H" in white color, and the wording "TAX STRATEGIES" is shown under and associated with the letter "T" in white color. The color black is merely background and is not claimed. |
| Goods and Services | Financial risk management; Insurance risk management; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial advice relating to income tax; Financial planning and investment advisory services; Estate planning; Financial retirement plan consulting services; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial consultancy services in the area of healthcare |
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, July 29, 2025 |
| Primary Code | 036 |
| First Use Anywhere Date | Monday, July 14, 2025 |
| First Use In Commerce Date | Monday, July 14, 2025 |
Trademark Owner History
| Party Name | Wilson Financial Group, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Gastonia, NC 28054
US |
Trademark Events
| Event Date | Event Description |
| Tuesday, July 29, 2025 | NEW APPLICATION ENTERED |
| Tuesday, July 29, 2025 | APPLICATION FILING RECEIPT MAILED |
| Friday, December 5, 2025 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Saturday, December 13, 2025 | ASSIGNED TO EXAMINER |
| Tuesday, January 13, 2026 | NON-FINAL ACTION WRITTEN |
| Tuesday, January 13, 2026 | NON-FINAL ACTION E-MAILED |
| Tuesday, January 13, 2026 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, April 13, 2026 | APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED |
| Monday, April 13, 2026 | APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED |
| Friday, April 17, 2026 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, April 17, 2026 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, April 17, 2026 | TEAS/EMAIL CORRESPONDENCE ENTERED |
