Top Shelf Financial Services 5 Star Rating on Google

Top Shelf Financial Services

Modern Solutions To Financial Success

Voted #1 Financial Service Provider in the Antelope Valley 2024

Watch Here To Learn What We're About

Trusted LOCALLY and Worldwide

Carlton Clay at Top Shelf Financial Services Antelope Valley

ABOUT Top Shelf Financial

We fully believe everyday families should have access to wealth building strategies

DeVonte & Jazzmine Thomas decided to start their own financial practice because they were looking for an opportunity that was solely based on helping clients and providing them with a financial education that serves them now and long term. We believe that everyone deserves a chance at starting and growing their financial portfolio.

We were also saddened by the amount of GoFundMe® campaigns and other fundraisers that we would see and hear about that were set up in an attempt to raise money for a loved one’s funeral. In a perfect world, we pass away from old age. Unfortunately, that is not always the case. We wanted the ability to not only help seniors but also every other age demographic in an attempt to be able to grieve their loved ones without the worry of financial burdens. Our goal is to bring financial literacy in a modern way. We want to help the Life Insurance and Financial industry appeal to everyone

WHAT WE OFFER

Scope Our Services

Index Annuities

An annuity is like a retirement paycheck. It pays you regularly so you don't run out of cash when you're no longer working. Got a windfall? You can stash it in an annuity to get those paychecks started. With index annuities, your savings won't dip if the market does, and they can even grow when the market's good. Want a forever paycheck? Add an income rider and you'll get money for life.

Assets Under Management

It's your chance to take charge of your money. Learn more about smart savings and investing with Jazzmine Thomas, your personal guide to financial freedom. Click to unlock your money's potential.

Life Insurance

Life insurance is like a safety net for your family's future. If something happens to you, it helps make sure they're okay financially. We offer plans that fit your life and your wallet, so you can stop worrying and live more.

Most folks miss out on life insurance, and even those with it often don't have enough. We've got your back. We craft plans that fit your budget and give you the peace of mind you deserve.

Term Life Insurance

Term life insurance is like renting safety for a set time—10, 20, or 30 years. It's a wallet-friendly way to protect your family if you're not around. Think of it as backup money so they can keep living well without your income.

Index universal life Insurance

Index universal life insurance is like a safety box that lasts forever. You pay some money, it keeps you covered, and the rest goes into a special savings spot. It grows, but not too wild or too slow—there's a max and a min rate. It's like a bonus piggy bank for your future on top of what you've already saved.

Universal Life Insurance

Universal life insurance is a forever shield with a built-in savings jar, called "cash value." You pay up, part covers you, part goes to savings. It's pretty chill, with a steady interest that's not too high—think 3-5%. Like its cousin, the "IUL," but more laid back. It's a safe play; your savings grow without worrying about the stock market going bananas.

Whole Life Insurance

Whole life insurance is like your lifetime safety net. Pay the premiums, and it's got your back forever, plus a savings part called "cash value." It's mainly about the life cover but does let you stash some cash too, just not too much. Nowadays, it's easier to get, even if you've got health hiccups that would make other plans say "nope."

Meet Our Team of Professionals

DeVonte Thomas at Top Shelf Financial Services Antelope Valley

DeVonte Thomas

Jazzmine Thomas at Top Shelf Financial Services Antelope Valley

Jazzmine Thomas

Andrew Lavow at Top Shelf Financial Services Antelope Valley

Andrew Lavow

Carlton Clay at Top Shelf Financial Services Antelope Valley

Carlton Clay

Maricruz  at Top Shelf Financial Services Antelope Valley

Maricruz Werner

UNLOCK WEALTH FROM TOP SHELF FINANCIAL INSIGHTS

Dive into a treasury of knowledge with our blog. Here, you'll find easy, effective tips and strategies to elevate your finances. Whether you're looking to grow your savings, cut through tax confusion, or maximize your investments, our experts in Antelope Valley bring you actionable insights. Stay ahead of the curve – start enriching your financial life today!

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VOTED AV'S BEST

Top Shelf Financial Services Voted Av's Best Financial Services 2024

Ready to accelerate your Future success?

CLICK BELOW TO SCHEDULE A MEETING WITH ONE OF OUR TOP SHELF FINANCIAL EXPERTS TODAY. WE WILL GUIDE YOU EVERY STEP OF THE WAY AND FIND A PLAN THAT BEST FITS YOUR GOALS.

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Office:641 West Lancaster Boulevard, Lancaster CA 93534

Site: https://topshelffinancialservices.com

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