PRACTICE EXIT & WEALTH MANAGEMENT PLAN
Filed: February 14, 2020
Financial advisory, analysis and consultancy services; Financial planning and investment advisory services; On-line financial…
Owned by: Sage Assets, LLC
Serial Number: 88798034
Image Trademark
Filed: June 9, 2020
Conducting incentive award programs to promote quality and excellence in the field of financial management and the acquisition…
Owned by: Sage Assets, LLC
Serial Number: 88956110
FINANCIAL BEAST
Filed: June 9, 2020
Conducting incentive award programs to promote quality and excellence in the field of financial management and the acquisition…
Owned by: Sage Assets, LLC
Serial Number: 88956169
RESULTS-BASED TRANSITION PLANNING
Filed: October 22, 2020
Business planning, namely, planning for a business owner's exit from a business or business practice; Business succession…
Owned by: Sage Assets, LLC
Serial Number: 90271976
PRACTICE TRANSITION READINESS ASSESSMENT
Filed: October 22, 2020
Providing online, non-downloadable software for compiling and analyzing business and personal data concerning the evaluation…
Owned by: Sage Assets, LLC
Serial Number: 90272031
RESULTS-BASED EXIT PLANNING
Filed: December 1, 2020
Financial advisory and consultancy services; Financial analysis and consultation; Financial consultation; Financial information…
Owned by: Sage Assets, LLC
Serial Number: 90352162
PRACTICE MAXVALUE ASSESSMENT
Filed: December 18, 2020
Providing online, non-downloadable software for compiling and analyzing business and personal data concerning the evaluation…
Owned by: Sage Assets, LLC
Serial Number: 90394010
FINANCIAL FREEDOM SUMMIT
Filed: June 1, 2021
Printed publications, namely, course materials, books, articles, hand-outs, workbooks, textbooks, and worksheets in the…
Owned by: Sage Assets, LLC
Serial Number: 90746561
FINANCIAL BEAST MODE
Filed: January 24, 2023
Financial planning, advisory, and consultancy services
Owned by: Sage Assets, LLC
Serial Number: 97766172
PRIVATE PRACTICE MILLIONAIRE
Filed: March 21, 2024
Arranging and conducting business seminars in the field of achieving financial success for professionals; Business training…
Owned by: Sage Assets, LLC
Serial Number: 98461024
