Registered small business
OPTIMIZED FINANCIAL AND INSURANCE SERVICES
planenroll.comLAKEWOOD, CA · Established 2025
Capabilities
OF&IS Inc. is a California-based, minority-owned, certified small business specializing in AI-powered financial literacy education, insurance compliance, and strategic government procurement consulting. We equip individuals, families, and organizations with trauma-informed, policy-rooted tools for wealth building, tax optimization, and benefit navigation. As a SAM.gov registered, CalProcure and RampLA certified vendor, we serve both public and private sectors with bilingual training, curriculum development, and tech-integrated financial planning services. Grounded in faith, ethics, and community empowerment, OF&IS Inc. delivers scalable, compliant solutions for Main Street America's financial civil rights restoration.
Federal performance
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Other designations
Self-certified: Small business