Top Shelf Financial Services
Modern Solutions To Financial Success
Voted #1 Financial Service Provider in the Antelope Valley 2024
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Trusted LOCALLY and Worldwide
ABOUT Top Shelf Financial
Financial Literacy Made Accessible
We strive to deliver financial literacy in a relevant and accessible manner, modernizing the approach to suit a diverse client base. It's our goal to make the Life Insurance and Financial industry inviting and understandable for everyone, no matter their background or stage in life.
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
Jazzmine Thomas
Andrew Lavow
Carlton Clay
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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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.
Office:641 West Lancaster Boulevard, Lancaster CA 93534
Site: https://topshelffinancial.systemeze.com/home
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