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Striving to help our clients maintain overall financial health
now and for generations to come.








Sue Katz 


Amanda Klug



Investment Advisory Services offered through Integrated Advisors Network LLC (IAN), a Registered Investment Advisor. Candid Financial, LLC and IAN are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision. 

This information is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Candid Financial, LLC and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. 

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