Helping you transition to the next phase.

Helping you with all aspects of legacy and estate planning

Our approach

We are a group of professionals who are passionate about helping you transition into the next phase of life. We help you deal with issues such as Financial, Personal, Family, Business or Ministry Legacy.

We would love to connect with you to understand your needs.

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Our services

  • Advising Family Business

  • Black and white drawing of a Victorian-style castle with turrets, surrounded by trees.

    Estate Planning

  • A man and a young boy eating ice cream outdoors in a park.

    Legacy Planning

  • A graphic illustration of a man and woman with a small child, standing in front of a clipboard with a dollar symbol and list.

    Retirement Planning

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Meet our senior team

  • A man with gray hair and a beard, wearing a black suit, light purple dress shirt, and a patterned purple tie, posing against a plain light gray background.

    Rai B. Nandan FCPA, TEP, CFP, CKA

  • A man with glasses speaking into a microphone, wearing a light-colored blazer and patterned shirt.

    Lorne Robinson CLU, CFP, CKA

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“Are U Ready has been very instrumental in helping me transition to retirement in a healthy way. Understanding how much will be enough for this life and how to have a heavenly perspective. Peace and joy has now replaced fear and anxiety. ”

— CM-

Get started today.

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