Thank you for taking the time to complete our Data Intake Form. It will assist us in gaining important insight into your overall financial picture. With that insight, we will be able to make recommendations that are in your best interest.

We use SHA-256 RSA encryption to ensure your submission will be sent securely to us and only us. 

When you are ready to start, click the Next button below.

Kind Regards,

Michael Komara, ChFC®

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