Boutique-level care and protection-first planning that is supported by a network you can trust.
At JAG Financial Boutique, financial planning is personal—rooted in your beliefs and crafted to protect what matters most through life’s most pivotal moments. Whether you're preparing for retirement, navigating a transition, or managing business growth, our approach helps you stay clear, grounded, and confident in your decisions.
Led by Financial Advisor Carla Jagodzinski, JAG FB offers boutique-level compassionate guidance without the product push. Every strategy reflects your goals—from retirement income and risk protection to college funding, business succession, and long-term wealth preservation. You won’t find a one-size-fits-all mindset here—just clarity, care, and planning that evolves with your life.
Carla’s work is shaped by real-world experience and a deep commitment to making complex decisions feel manageable. We’re here when life doesn’t go as planned—offering insight, empathy, and coordination with your trusted professionals to help you move forward with confidence.
Carla offers investment advisory services through Eagle Strategies LLC, a Registered Investment Advisor and wholly owned subsidiary of New York Life Insurance Company. She also offers securities through NYLIFE Securities LLC, Member FINRA/SIPC. These affiliations allow us to deliver highly personalized guidance with the backing of established, trusted institutions in the financial services industry.
Strategic Alliances
Carla Jagodzinski and her fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly owned subsidiaries provide life insurance, fixed annuities, and long-term care insurance. A mutual insurance company, New York Life is one of the largest mutual life insurance companies in the United States, and holds the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody's Investor Service (Aaa), and Standard & Poor's (AA+). (Source: Third-Party Ratings Reports as of 5/19/2025.)
Through our relationship with Ash Brokerage, an unaffiliated, privately owned insurance brokerage general agency, JAG Financial Boutique is able to access a wide range of insurance and annuity solutions not offered through New York Life or its subsidiaries. Ash provides additional resources in areas such as life insurance, long-term care, disability income, and annuities—allowing us to extend our protection-first approach with objective, client-centered options when needed.
As an Investment Advisor Representative with Eagle Strategies LLC, a Registered Investment Advisor and wholly owned subsidiary of New York Life, Carla leverages advanced planning tools while offering a personalized experience tailored to your goals. From retirement and estate planning to risk management and wealth preservation, our guidance is designed to evolve with you.
PROTECT YOUR TODAY.
GROW YOUR TOMORROW.