WE WORK WITH INDIVIDUALS AND FAMILIES WHO SEEK TO MINIMIZE TAX LIABILITIES, ARE CONCERNED THEY MAY NOT BE FULLY PREPARED IN ALL KEY AREAS OF RETIREMENT, AND WANT TO OPTIMIZE THEIR HARD-EARNED FINANCIAL RESOURCES. Trademark
Trademark Overview
On Tuesday, February 10, 2026, a trademark application was filed for WE WORK WITH INDIVIDUALS AND FAMILIES WHO SEEK TO MINIMIZE TAX LIABILITIES, ARE CONCERNED THEY MAY NOT BE FULLY PREPARED IN ALL KEY AREAS OF RETIREMENT, AND WANT TO OPTIMIZE THEIR HARD-EARNED FINANCIAL RESOURCES. with the United States Patent and Trademark Office. The USPTO has given the WE WORK WITH INDIVIDUALS AND FAMILIES WHO SEEK TO MINIMIZE TAX LIABILITIES, ARE CONCERNED THEY MAY NOT BE FULLY PREPARED IN ALL KEY AREAS OF RETIREMENT, AND WANT TO OPTIMIZE THEIR HARD-EARNED FINANCIAL RESOURCES. trademark a serial number of 99644720. The federal status of this trademark filing is PUBLICATION/ISSUE REVIEW COMPLETE as of Tuesday, June 23, 2026. The WE WORK WITH INDIVIDUALS AND FAMILIES WHO SEEK TO MINIMIZE TAX LIABILITIES, ARE CONCERNED THEY MAY NOT BE FULLY PREPARED IN ALL KEY AREAS OF RETIREMENT, AND WANT TO OPTIMIZE THEIR HARD-EARNED FINANCIAL RESOURCES. trademark is filed in the Insurance & Financial Services category with the following description:
Financial retirement plan consulting services
General Information
| Serial Number | 99644720 |
| Word Mark | WE WORK WITH INDIVIDUALS AND FAMILIES WHO SEEK TO MINIMIZE TAX LIABILITIES, ARE CONCERNED THEY MAY NOT BE FULLY PREPARED IN ALL KEY AREAS OF RETIREMENT, AND WANT TO OPTIMIZE THEIR HARD-EARNED FINANCIAL RESOURCES. |
| Filing Date | Tuesday, February 10, 2026 |
| Status | 681 - PUBLICATION/ISSUE REVIEW COMPLETE |
| Status Date | Tuesday, June 23, 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 | Tuesday, July 14, 2026 |
Trademark Statements
| Goods and Services | Financial retirement plan consulting services |
| Pseudo Mark | WE WORK WITH INDIVIDUALS AND FAMILIES WHO SEEK TO MINIMIZE TAX LIABILITIES, ARE CONCERNED THEY MAY NOT BE FULLY PREPARED IN ALL KEY AREAS OF RETIREMENT, AND WANT TO OPTIMIZE THEIR HARD EARNED FINANCIAL RESOURCES. |
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, February 10, 2026 |
| Primary Code | 036 |
| 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 | San Jose, CA 95124
US |
Trademark Events
| Event Date | Event Description |
| Tuesday, February 10, 2026 | NEW APPLICATION ENTERED |
| Tuesday, February 10, 2026 | APPLICATION FILING RECEIPT MAILED |
| Wednesday, June 10, 2026 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Thursday, June 11, 2026 | ASSIGNED TO EXAMINER |
| Monday, June 15, 2026 | APPROVED FOR PUB - PRINCIPAL REGISTER |
| Wednesday, July 8, 2026 | NOTIFICATION OF NOTICE OF PUBLICATION E-MAILED |
