About

Nik Jeevaraj is the Co-Founder of Surely Now, a financial firm that provides retirement planning, estate planning and life insurance solutions. Nik focuses

on maintaining a culture that promotes client-focused, incisive financial planning that helps clients navigate the pre-retirement and post-retirementphases of their financial lives. 

Nik entered the financial industry in 2016, where he has since supported and collaborated with high-net-worth business owners, families, and startups. He is driven by building deep relationships with his clients so he can better understand how to help them achieve theirlong-term financial goals. 

Nik is a “Top Of The Table” member of MDRT, Million Dollar Round Table, the premier association of financial professionals! Nik earned his bachelor’s in finance from the University of Texas at Dallas in 2015. He resides with his wife and daughter in Dallas, TX. In his spare time, he enjoys playing sports, traveling, and spending time with his family.