Our Qualifications

 

 

 

Prajna Khisty ChFC, MBA

 

Approach

As an  AXA Financial Professional, my goal is tobe a reliable, attentive and available resource to my clients & prospects to help them achieve their financial goals & objectives.

I work with Individuals & businesses. I work to help clients protect themselves, their families and their businesses from the unexpected turns life often takes, and to help guide them toward a solid financial future.

Everyone has unique financial needs and goals, and there is no "cookie cutter" approach to planning for your financial future. I focus on using a values-based approach. The first step is to identify your goals. We can then formulate an individualized strategy to help you achieve these objectives. It is critical that before implementing a strategy there is a plan in place to support it. Rather than suggesting a mix of unrelated products, I can ensure that the programs make sense within the context of your financial portfolio. After implementation, we will meet periodically to verify that your plan is on track and that personal needs and goals have not changed.

Clients

My education, experience and understanding of the financial needs of individuals & businesses help me provide clients with an outstanding level of service. I am committed to helping my clients work toward their financial goals for themselves, their families and their businesses by assisting them with strategies for  asset management accounts.

Whether you are interested in protection for your family, education funding for your children, a secure retirement or the growth of your business, I want to help you achieve your goals by designing a financial strategy specific to your needs.

The first step in the process is an initial consultation during which we will evaluate your needs. The meeting generally takes between 30 - 45 minutes. At the conclusion, my goal is to give you a better idea as to whether or not we can work together to better achieve your financial goals.

Contact

Feel free to contact me via email at prajna.khisty@axa-advisors.com or via phone at (732) 326-4933 to register for a complimentary initial consultation