IC 036. US 100 101 102. G & S: Financial consultation services for individuals, businesses, not-for-profit organizations and government entities in the fields of corporate finance, investment planning, financial planning, portfolio monitoring and management, insurance, estate planning, retirement planning, personal financial planning, asset management, enterprise risk management, namely, financial and credit risk management, loan review, namely, review of financial loans; financial loan consultation. FIRST USE: 20081027. FIRST USE IN COMMERCE: 20081027
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