Sheaff Brock Investment Advisors, LLC

Sheaff Brock Investment Advisors | questions on investment performance

Sheaff Brock provides you with myriad tools and resources to assess whether your investment strategy will be sufficient to meet your retirement income needs. Our assessment questionnaires listed below are designed to evaluate your college savings plans, your retirement savings plan, and the projected amount of income you may have available throughout your retirement.

Click on any of the links below to access these questionnaires. Or contact our Sheaff Brock Client Solutions team for help in answering these investment questions and assessing the potential of your investment planning strategies.

College Savings Assessment

Retirement Savings Assessment

Retirement Spending Needs

 

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These calculators are designed to be informational and educational tools only, and do not constitute investment advice. 
Where specific advice is necessary or appropriate, Sheaff Brock recommends consultation with a qualified advisor. The projections or other information generated by Nest Egg Guru tools regarding the likelihood of various outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Your results may vary with each use and over time.