Prospective Client Inquiry Play Pause Unmute Mute Privacy StatementGreenwood Gearhart uses the following information to best help your financial needs. The firm will not publish or make public any of the information provided by you within this survey. All contents of the survey are confidential to members of the Greenwood Gearhart team and will remain as such. If you have any questions about the survey before beginning, do not hesitate to reach out at (479)-521-5353. Thank you for your time. Consent* I agree to the privacy statement. Please provide us with your name.* First Last What is your age?*Select OneUnder 3535 - 4546 - 6565+What's your email address?* What's your phone number?*Do you prefer that we communicate with you by phone or email?* Phone Email Employment Status*Select OneRetiredEmployedOtherProvide your employer's name and title of your current role. Are you married?* No Yes What's your spouse's name?* First Last What is your spouse's age?*Under 3535 - 4546 - 6565+Employment Status*Select OneRetiredEmployedOtherProvide your spouse's employer's name and title of their current role. Investable Net Worth*Includes bank savings, retirement accounts (401k, IRA), brokerage accounts, vested company stock, custodial and education accounts, and other liquid assets.Select One$1 Million - $5 Million$5 Million - $10 Million$10 Million - $20 Million$20 Million +Total Net Worth*Includes home, personal property, bank, retirement and brokerage assets, rental property, business interests and private investments.Select One$1 Million - $5 Million$5 Million - $10 Million$10 Million - $15 Million$15 Million - $20 Million$20 Million +If you feel comfortable sharing, please list any investment accounts you have and approximate values.Examples: IRA, 401(k), bank accounts, trust accounts, and brokerage accountsIf you feel like providing any specific context for our discussion, feel free to use this section to make any comments.How did you hear about Greenwood Gearhart? Please complete the following CAPTCHA for verification purposes.CommentsThis field is for validation purposes and should be left unchanged.