financial planning

Higgins Capital Management, Inc. is a San Diego, CA-based financial advisory firm founded by Debbie and Ray Higgins. The firm provides unbiased advice and clear strategies for growing family wealth, managing investment portfolios, retirement planning, 401(k) advisory, financial planning, generational wealth transfer, and estate planning.

401(k) advisoryestate planningportfolio managementretirement planningwealth transfer planning

Hoʻoilina Services LLC, established in 2024, is a subsidiary of the Hoʻoilina Foundation, a certified Native Hawaiian Organization. It provides comprehensive business solutions including IT services, accounting/finance, HR/recruiting, and business process and technology optimization for government and commercial organizations.

BookkeepingBusiness Process OptimizationCyber securityHelp desk supportHR servicesIT servicespayrollrecruitingTax preparation

HPPS, LLC is a professional services firm providing services from inception to maturity for growing businesses. With decades of experience, the firm helps clients meet their business goals and overcome challenges, offering tax services, consulting, bookkeeping, payroll, insurance and licensing, financial fraud and forensic services, and business formation and advisory.

Bookkeepingbusiness formationbusiness strategizingForensic Accountingfraud investigationlicensing compliancepayrolltax audit representationTax preparation

Innovation Ticker, LLC, which conducts business as iTicker, is a global consulting, research, and evaluation firm founded in 2007 and based in Fairfax, Virginia. It partners with public, private, corporate, and non-governmental organizations to combine rigorous research, strategic foresight, and technological execution, helping clients build capability and achieve measurable results.

AI and cloud solutionsmarket intelligenceoperational executionperformance managementResearch and evaluationstrategic advisorystrategic consultingtechnical assistance

Innovative Tax Solutions of Central Florida Inc is a tax and financial services firm based in Ocoee, Florida. The firm specializes in tax preparation for individuals and businesses, tax resolution services for taxpayers with IRS problems, business formation and structuring guidance, and registered agent services in Florida. It emphasizes personal interaction with clients and offers virtual tax return handling.

Bookkeepingbusiness formationBusiness Valuationpayrollregistered agent servicesTax preparationtax resolution

JGRAHAM ENTERPRISES, LLC is a Service Disabled Veteran Owned Small Business formed in 2008 to provide services that include government proposal/grant writing, contract bid support, procurement training, and contract management for federal, state, and local agencies. The founder is Dr. Joseph Graham. The company focuses on creating value for small and medium businesses by assisting in developing competitive advantages in capitalization, procurement opportunities, collaboration/networking, and certifications.

business planningcertification strategycontract bid supportcontract managementnetworkingprocurement trainingproposal and grant writingseminars and training

J.P. McGehrin and Associates, Inc. has been conducting retirement planning seminars for federal employees since 1987. Clients include federal agencies in science and technology, parks and recreation, public service, oversight, defense, and the U.S. Postal Service. The company helps employees understand their federal benefits and make informed decisions about retirement and insurance.

retirement planning seminars

Kirkpatrick Bank is a privately owned bank serving Oklahoma, Colorado, and surrounding markets. Chartered in 1970, the bank was acquired by the family in 1988. It offers personal and business banking, mortgage and home loans, private banking, and investment services through a partnership with Raymond James.

business bankinginvestment advisory servicesmortgage lendingonline and mobile bankingprivate banking

Kyzer Solutions is a financial advisory and consulting partner that combines financial architecture, operating model design, data analytics and capability transfer. It offers financial advisory, business consulting, data & analytics, and capability enablement services to help organizations build durable performance systems and sustainable growth.

capital optimizationcash flow managementchange managementDashboardsData engineeringleadership developmentpredictive analyticsprocess optimizationstrategic-planningtraining