I’m Carla Jagodzinski, Financial Advisor and founder of JAG Financial Boutique. I help you protect what matters most while nurturing opportunities that sprout along the way so you can live confidently. I’ve lived through the kind of moment that makes everything stop—and I know what it takes to keep going. That’s why I believe no one should have to navigate important financial decisions without trusted guidance. I’ve seen firsthand how clarity, care, and the right plan can ease financial stress, open new possibilities, and protect what’s important. Whether we meet virtually or in person, our work together is always based in trust, tailored to your goals, and designed to grow with you. Financial confidence doesn’t blossom overnight, but with the right partnership, it can take root—creating stability you can trust and a future you can share.
JAG Financial Boutique was founded on a simple belief: financial guidance should feel personal, not transactional. With over 70 years of combined experience, our boutique firm brings deep insight and a protection-first mindset to every plan. Whether you’re planning for retirement, rebuilding after a life shift, or running a growing business, we meet you with transparency, empathy, and strategies that adapt to your life—so you can move forward with confidence.
Wealth management, retirement income, college savings, and long-term protection for individuals and families.
Succession strategies, risk management, and employee benefits for business owners and entrepreneurs.
Protection-first options to help manage risk and support your long-term strategy.
Some begin with a single goal that needs to take root—others with a vision that’s ready to branch out.
That’s why we offer two ways to work together—based on your needs and pace:
A focused, protection-first approach for specific goals like life insurance, 401(k) rollovers, or college funding.
A collaborative, goal-based process for individuals, families, or business owners building long-term strategy.
670 Main St
Sugar Notch, PA 18706
PROTECT YOUR TODAY.
GROW YOUR TOMORROW.