ESPLANNER
Filed: November 30, 1994
applications software used to generate advice regarding financial planning, specifically savings and insurance, for use…
Owned by: Economic Security Planning, Inc.
Serial Number: 74604647
ECONOMIC SECURITY PLANNER
Filed: November 30, 1994
applications software used to generate advice regarding financial planning, specifically savings and insurance, for use…
Owned by: Economic Security Planning, Inc.
Serial Number: 74604648
MAXIFI
Filed: April 24, 2016
Computer programs for financial planning by individuals and financial advisors
Owned by: Economic Security Planning, Inc.
Serial Number: 87012001
MAXIFI PLANNER
Filed: December 5, 2016
Computer programs for financial planning by individuals and financial advisors
Owned by: Economic Security Planning, Inc.
Serial Number: 87256713
ANALYZE MY DIVORCE SETTLEMENT
Filed: May 9, 2017
Computer programs for divorce settlement analyses by individuals and financial advisors
Owned by: Economic Security Planning, Inc.
Serial Number: 87443237
MAXIMIZE MY SOCIAL SECURITY
Filed: May 10, 2017
Computer programs for performing social security benefit analyses and social security planning and determining social security…
Owned by: Economic Security Planning, Inc.
Serial Number: 87444819
LIVING STANDARD MONTE CARLO
Filed: August 19, 2019
Computer programs for financial planning by individuals and financial advisors
Owned by: Economic Security Planning, Inc.
Serial Number: 88584482
LIVING STANDARD RISK ANALYSIS
Filed: August 19, 2019
Computer programs for financial planning by individuals and financial planners
Owned by: Economic Security Planning, Inc.
Serial Number: 88584591
MAXIFI PLANNER
Filed: April 29, 2024
Providing subscription-based online non-downloadable software for financial planning by individuals and financial advisors…
Owned by: Economic Security Planning, Inc.
Serial Number: 98524193
QSSA
Filed: November 6, 2024
Educational services, namely, providing continuing professional education courses in the field of social security benefit…
Owned by: Economic Security Planning, Inc.
Serial Number: 98840895
QUALIFIED SOCIAL SECURITY ADVISORS
Filed: November 6, 2024
Educational services, namely, providing continuing professional education courses in the field of social security benefit…
Owned by: Economic Security Planning, Inc.
Serial Number: 98840898
MAXIFI ROTH CONVERSION OPTIMIZER
Filed: November 15, 2024
Computer programs for financial planning by individuals and financial advisors
Owned by: Economic Security Planning, Inc.
Serial Number: 98856882
ROTH CONVERSION OPTIMIZER
Filed: November 15, 2024
Computer programs for financial planning by individuals and financial advisors
Owned by: Economic Security Planning, Inc.
Serial Number: 98856884
