Marks and Restrictions

Based on the structure and purpose of the original Intuit trademark policy, here is a complete and properly revised version tailored for Stratford Financial Solutions, Inc., covering BuildaBOE.com, FINASOL, Stratford Tax & Wealth Group, and Eleventh Edition Publishing Co. This revision maintains strict adherence to your instruction not to omit any sections and replaces Intuit-specific branding with your company’s service marks and DBAs:

Trademarks and Restrictions
Reservation of Rights and Mark Information

The trademarks, service marks, logos, trade names, trade dress, slogans, taglines, and other indicia, including but not limited to BuildaBOE.com℠, FINASOL℠, Stratford Tax & Wealth Group℠, Eleventh Edition Publishing Co.℠, and associated logos (collectively, “Marks”) are proprietary assets of Stratford Financial Solutions, Inc. (“SFSI”) and are registered, common law protected, or otherwise legally safeguarded in the United States and other jurisdictions. This site provides general guidance on the permitted, proper, and prohibited uses of SFSI’s Marks. All use of the Marks must comply with these guidelines. SFSI does not routinely accept or respond to individual requests for specific trademark use advice.

This page does not constitute a license or legal advice and is subject to revision at any time without notice. Unauthorized use of any SFSI-owned Mark—or any use of a mark that is confusingly similar to or likely to cause confusion with one of SFSI’s Marks—constitutes infringement of SFSI’s exclusive trademark rights. Use of SFSI Marks must be authorized via a formal written license agreement executed by SFSI’s legal department. No employee or representative may grant rights to use SFSI Marks except through such written license. Any goodwill derived from the proper use of a SFSI Mark inures solely to the benefit of SFSI. You are advised to consult with a qualified attorney for questions about trademark law or third-party rights. All other Marks referenced herein are the property of their respective holders.

Permitted Use of Stratford Marks

SFSI’s Marks may be used in plain text to reference SFSI products in descriptive contexts, provided such use does not imply any affiliation, endorsement, or sponsorship by SFSI. However, use of SFSI logos, design elements, or trade dress is strictly prohibited without written license.

Examples of appropriate plain text reference:

Compatibility: Your product factually states it is “for use with BuildaBOE.com” or “compatible with FINASOL financial architecture.”
Educational/Informational: A course, manual, or guide using phrases such as: “Guide to Using BuildaBOE.com in Commercial Transactions.”

All such references must:

Not create an impression of affiliation or endorsement;
Be in plain text only, not logo or stylized branding;
Appear less prominently than your product or company name;
Not use SFSI brand colors in a misleading way;
Include proper trademark attribution;
Include a disclaimer that the material is not endorsed or approved by SFSI.

SFSI may license certain Marks through formal affiliate or membership programs. Any such use is subject to the program’s specific terms and SFSI’s written authorization. For guidance, refer to SFSI’s affiliate agreements or request formal permission through our legal department.

Proper Use of Stratford Marks

Marks must be used as adjectives followed by a generic noun. For example, use “BuildaBOE.com platform” or “FINASOL software suite.” Repetition of the generic noun is not required after first use.

Trademark Attribution and Symbols

Use of SFSI Marks in advertising or educational materials must include the correct trademark symbol (℠ or ® as applicable) on first reference and an attribution notice in a footer or disclaimer, such as:

For U.S. materials:
BuildaBOE.com and FINASOL are service marks of Stratford Financial Solutions, Inc.
For international materials:
BuildaBOE.com and FINASOL are service marks of Stratford Financial Solutions, Inc., registered or protected in the United States and other jurisdictions.

For unregistered marks, omit the registration language: Eleventh Edition Publishing Co. is a service mark of Stratford Financial Solutions, Inc.

Commonly-Referenced Marks and Their Proper Usage

Mark	Suggested Generic Term
BuildaBOE.com℠	self-directed financial document platform
FINASOL℠	financial software architecture
Stratford Tax & Wealth Group℠	tax and wealth advisory brand
Eleventh Edition Publishing Co.℠	publishing and education services

Prohibited Uses of Stratford Marks

Absent express written authorization, the following uses are strictly prohibited:

Using SFSI Marks or confusingly similar terms in a product name, company name, DBA, domain name, logo, or branding.
Displaying any SFSI logos, icons, or product designs, including user interface layouts or platform trade dress, without license.
Modifying or altering licensed logos or design elements in any way.
Creating the impression of SFSI sponsorship, partnership, or endorsement where none exists.
Using SFSI Marks in ways that could harm or dilute SFSI’s brand or reputation.
Capitalizing, abbreviating, or stylizing SFSI Marks incorrectly (e.g., “BuildABOE” instead of “BuildaBOE.com”).
Using SFSI Marks as nouns, verbs, plurals, or possessives:
- ✅: “The BuildaBOE.com platform simplifies bill issuance.”
- 🚫: “We BuildaBOE’d that invoice last week.”
Using SFSI Marks on merchandise or products for sale without a written license.

Please consult legal counsel if you are uncertain about appropriate trademark usage.

Trademark and Permissions Policy

BuildaBOE.com is a service mark exclusively owned by Stratford Financial Solutions, Inc. (“FINASOL”). FINASOL also conducts business under the assumed names Stratford Tax & Wealth Group and FINASOL. Additionally, Eleventh Edition Publishing Co. is an affiliated publishing division of FINASOL.

All uses of the BuildaBOE.com name and associated branding—including but not limited to logos, icons, slogans, product names, taglines, interface elements, and visual identity—are governed by this policy and protected under applicable trademark and unfair competition laws in the United States and internationally.

Trademark and Permissions Policy

Trademark Ownership and Registration

The following marks are claimed as exclusive trademarks or service marks of Stratford Financial Solutions, Inc., and all associated goodwill is reserved:

Stratford Finacial Solutions, Inc.

BuildaBOE.com

Eleventh Edition Publishing Co.

These names and logos may be registered or unregistered service marks and are in use in commerce. Unauthorized use of any of these marks may result in civil liability, injunctive relief, or criminal penalties under applicable trademark, anti-dilution, and cyberpiracy statutes.

Use Restrictions

No part of any FINASOL-owned mark may be:

Used in a business name, domain, product, platform, software title, or merchandise without written authorization.
Reproduced, modified, or adapted for derivative branding or creative use.
Displayed in any way that misrepresents affiliation, sponsorship, or endorsement by FINASOL.
Incorporated into logos, stylizations, or graphic elements not licensed by FINASOL.
Used in comparative advertising or in a disparaging context.

Permitted Referential Use (Plain Text Only)

You may use FINASOL service marks in plain text for the limited purpose of:

Accurate reference in informational, journalistic, or educational material.
Identifying compatibility (e.g., “Created for use with BuildaBOE.com”).
Naming the source in product reviews or lawful commentary.

All such references must:

Be in standard non-stylized text (no logos).
Appear less prominently than your own brand.
Not use FINASOL brand colors or design elements.
Include a clear disclaimer of affiliation.
Carry the attribution: “BuildaBOE.com is a service mark of Stratford Financial Solutions, Inc.”

Permissions Policy

Screen captures or references to BuildaBOE.com may be used only under the following conditions:

No alteration is made to the content (except resizing for proportion).

The content is displayed fully, without distortion, cropping, or obscuring elements.

Attribution must read: “Reprinted with permission. © Stratford Financial Solutions, Inc. All rights reserved.”

Use does not create any implied endorsement or sponsorship.

Unauthorized commercial use, inclusion in training tools, or modification for derivative products is expressly prohibited without a signed license.

Copyright and Intellectual Property

All web content, software, visual components, instructional material, and published works on or related to BuildaBOE.com and affiliated FINASOL platforms are protected under U.S. Copyright Law and international treaties. Unauthorized use may result in civil liability and criminal prosecution. For licensing inquiries, contact the Legal Department of Stratford Financial Solutions, Inc. Reports must comply with 17 U.S.C. § 512(c) and contain sufficient detail to allow verification of the claim.