Patents by Inventor David Michael Steglich

David Michael Steglich has filed for patents to protect the following inventions. This listing includes patent applications that are pending as well as patents that have already been granted by the United States Patent and Trademark Office (USPTO).

  • Retirement planning application
    Patent number: 10325320
    Abstract: A method includes receiving first user input indicating selection of a guaranteed income option to fund essential retirement expenses. The method further includes receiving second user input indicating selection of an investment option to fund lifestyle retirement expenses. The method also includes receiving third user input indicating selection of an unexpected liability coverage option, wherein the unexpected liability coverage option includes a long-term care funding option, an unexpected legal expense funding option, or any combination thereof. The method includes receiving fourth user input indicating selection of one or more legacy planning options. The method also includes generating a retirement plan based on the first user input, the second user input, the third user input, and the fourth user input.
    Type: Grant
    Filed: October 2, 2013
    Date of Patent: June 18, 2019
    Assignee: Ameriprise Financial, Inc.
    Inventors: Mike R. Greene, Logan C. Clipp, Kim M. Sharan, John R. Woerner, William F. Truscott, David Michael Steglich