Trademark Overview
On Tuesday, September 16, 2025, a trademark application was filed for SOUND MONEY FINANCIAL: "SIMPLIFYING FINANCE, ENRICHING LIVES" PRESCRIBING FINANCIAL FREEDOM: "WHERE HEALTHCARE MEETS FINANCIAL EXPERTISE" with the United States Patent and Trademark Office. The USPTO has given the SOUND MONEY FINANCIAL: "SIMPLIFYING FINANCE, ENRICHING LIVES" PRESCRIBING FINANCIAL FREEDOM: "WHERE HEALTHCARE MEETS FINANCIAL EXPERTISE" trademark a serial number of 99396071. The federal status of this trademark filing is NON-FINAL ACTION - MAILED as of Tuesday, February 10, 2026. The SOUND MONEY FINANCIAL: "SIMPLIFYING FINANCE, ENRICHING LIVES" PRESCRIBING FINANCIAL FREEDOM: "WHERE HEALTHCARE MEETS FINANCIAL EXPERTISE" trademark is filed in the Insurance & Financial Services category with the following description:
Investment of funds; On-line financial planning services; Financial planning for retirement; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial consulting services, namely, expert analysis in finance; Investment of funds for others in the fields of municipal bonds, securities, etc.; Insurance consultation
