Driver's Seat

Sheaff Brock Investment Advisors | questions on investment performance

At Sheaff Brock, our goal is to put you in the driver’s seat to better meet your future financial needs. So we provide you with myriad tools and resources to help assess whether your current investment strategy will be sufficient to meet your retirement income needs.

The assessment questionnaires listed below are designed to evaluate your college savings plan, your retirement savings plan, and the projected amount of income you may have available throughout your retirement—based on your current investment strategy.

We also provide a retirement healthcare planning tool, which can assess what impact your future health may have on your future wealth. This evaluation projects longevity and your anticipated quality of health to help determine if you’re adequately planning for your future health care needs.

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

Retirement Healthcare Cost Analysis


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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.