Economic Security Planning, Inc. logo

Economic Security Planning, Inc.

14 Marks
Corp.
First Filed:Nov 30, 1994Latest Filed:Dec 16, 2025Address:8 Burrs Lane, Providence, RI 02904, US

Portfolio Overview

Top Classes

Class 42
Software, IT Services & Scientific Research
6(43%)
Class 9
Electronics, Software & Scientific Equipment
5(36%)
Class 36
Insurance, Financial Services & Real Estate
4(29%)

TTAB Proceedings

No litigation activity

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Trademark Portfolio

14 results

(current & previous marks)

Refine by Mark/Description🔽
Filed
Registered
Last Activity
QUALIFIED ECONOMICS-BASED FINANCIAL ADVISOR
QUALIFIED ECONOMICS-BASED FINANCIAL ADVISOR
Service Mark
Word
PENDING
Owner:
Serial:99551520
Filed:Dec 16, 2025
Classes:41
Description: Educational services, namely, providing continuing professional education courses in the fields of finances and financial training by individuals and financial advisors; Providing courses of instruction in the field of financial training and education and distribution of course material in connection therewith; Educational services, namely, providing classes, preparing and administering educational tests for professionals and personal financial planners in the fields of finances and financial training
MAXIFI ROTH CONVERSION OPTIMIZER
MAXIFI ROTH CONVERSION OPTIMIZER
Trademark
Word
PENDING
Owner:
Serial:98856882
Filed:Nov 15, 2024
Classes:36, 42
Description: Downloadable computer programs for financial planning by individuals and financial advisors; Financial consultation services, namely, advice regarding, and preparation of, financial plans for individuals, by financial advisors; "ROTH CONVERSION OPTIMIZER"; Providing subscription-based online non-downloadable software for financial planning by individuals and financial advisors
ROTH CONVERSION OPTIMIZER
ROTH CONVERSION OPTIMIZER
Trademark
Word
REGISTERED
Owner:
Serial:98856884
Filed:Nov 15, 2024
Classes:9, 36, 42
Registration:8044891
Registered:Nov 25, 2025
Description: Computer programs for financial planning by individuals and financial advisors; Financial consultation services, namely, advice regarding, and preparation of, financial plans for individuals, by financial advisors; Providing subscription-based online non-downloadable software for financial planning by individuals and financial advisors
QSSA
QSSA
Service Mark
Word
PENDING
Owner:
Serial:98840895
Filed:Nov 6, 2024
Classes:41
Description: Educational services, namely, providing continuing professional education courses in the field of social security benefit education, social security benefit analysis, social security planning and financial training by individuals and financial advisors; Providing courses of instruction in the field of social security benefit analysis and education and distribution of course material in connection therewith
QUALIFIED SOCIAL SECURITY ADVISORS
QUALIFIED SOCIAL SECURITY ADVISORS
Service Mark
Word
PENDING
Owner:
Serial:98840898
Filed:Nov 6, 2024
Classes:41
Description: Educational services, namely, providing continuing professional education courses in the field of social security benefit education, social security benefit analysis, social security planning and financial training by individuals and financial advisors; Providing courses of instruction in the field of social security benefit analysis and education and distribution of course material in connection therewith
MAXIFI PLANNER
MAXIFI PLANNER
Service Mark
Word
REGISTERED
Owner:
Serial:98524193
Filed:Apr 29, 2024
Classes:42
Registration:7694364
Registered:Feb 18, 2025
Description: "PLANNER"; Providing subscription-based online non-downloadable software for financial planning by individuals and financial advisors
LIVING STANDARD MONTE CARLO
LIVING STANDARD MONTE CARLO
Service Mark
Word
REGISTERED
Owner:
Serial:88584482
Filed:Aug 19, 2019
Classes:42
Registration:6143873
Registered:Sep 1, 2020
Description: Providing online non-downloadable computer programs for financial planning by individuals and financial advisors
LIVING STANDARD RISK ANALYSIS
LIVING STANDARD RISK ANALYSIS
Service Mark
Word
REGISTERED
Owner:
Serial:88584591
Filed:Aug 19, 2019
Classes:42
Registration:6143874
Registered:Sep 1, 2020
Description: Providing online non-downloadable computer programs for financial planning by individuals and financial planners
MAXIMIZE MY SOCIAL SECURITY
MAXIMIZE MY SOCIAL SECURITY
Service Mark
Word
REGISTERED
Owner:
Serial:87444819
Filed:May 10, 2017
Classes:42
Registration:5377219
Registered:Jan 9, 2018
Description: Providing a website featuring on-line non-downloadable software in the nature of a computer program for performing social security benefit analyses and social security planning and determining social security benefit claiming strategies, by individuals and financial advisors
ANALYZE MY DIVORCE SETTLEMENT
ANALYZE MY DIVORCE SETTLEMENT
Service Mark
Word
CANCELLED
Owner:
Serial:87443237
Filed:May 9, 2017
Classes:36
Registration:5377216
Registered:Jan 9, 2018
MAXIFI PLANNER
MAXIFI PLANNER
Trademark
Word
REGISTERED
Owner:
Serial:87256713
Filed:Dec 5, 2016
Classes:9, 36
Registration:5298208
Registered:Sep 26, 2017
Description: Class 9: Computer programs for financial planning by individuals and financial advisors
Class 36: Financial consultation services, namely, advice regarding, and preparation of, financial plans for individuals, by financial advisors
MAXIFI
MAXIFI
Trademark
Word
REGISTERED
Owner:
Serial:87012001
Filed:Apr 24, 2016
Classes:9
Registration:5229300
Registered:Jun 20, 2017
Description: Computer programs for financial planning by individuals and financial advisors | Financial consultation services, namely, advice regarding, and preparation of, financial plans for individuals, by financial advisors
ECONOMIC SECURITY PLANNER
ECONOMIC SECURITY PLANNER
Trademark
Word
ABANDONED
Owner:
Serial:74604648
Filed:Nov 30, 1994
Classes:9
Description: Applications software used to generate advice regarding financial planning, specifically savings and insurance, for use by financial advisers and individuals
ESPLANNER
ESPLANNER
Trademark
Word
REGISTERED
Owner:
Serial:74604647
Filed:Nov 30, 1994
Classes:9
Registration:2180898
Registered:Aug 11, 1998
Description: Applications software used to generate advice regarding financial planning, specifically savings and insurance, for use by financial advisers and individuals