The mark consists of a design of concentric ovals forming a pie chart divided in eight sections with an outer oval border and an oval center suggesting a target shape. The stylized wording "FEDERAL AND STATE TAXES" appears within the upper portion of the outer border and the wording "INCOME-INVESTMENT-INHERITANCE" within the lower portion. Separated within the eight individual segments, clockwise beginning at the top, are the phrases "TRUST ASSETS", "BUSINESS INTERESTS", "CASH AND CREDIT MANAGEMENT", "FIXED INCOME PORTFOLIO", "EQUITIES PORTFOLIO", "REAL ESTATE AND ALTERNATIVE INVESTMENTS", "RETIREMENT PLANS", and "ANNUITY AND LIFE INSURANCE” Above the design is the larger stylized wording "ASSET BASED PLANNING" separated from the design by a horizontal band.
Color is not claimed as a feature of the mark.
“ASSET BASED PLANNING", "FEDERAL AND STATE TAXES", "INCOME-INVESTMENT-INHERITANCE", "TRUST ASSETS", "BUSINESS INTERESTS", "CASH AND CREDIT MANAGEMENT", "FIXED INCOME PORTFOLIO", "EQUITIES PORTFOLIO", "REAL ESTATE AND ALTERNATIVE INVESTMENTS", "RETIREMENT PLANS", and "ANNUITY AND LIFE INSURANCE”
Trademark: 98146498
