OUR VALUES

CORE VALES

  • Always do the right thing. For our clients, for ourselves, for our community.


  • Enjoy the journey. We have chosen this path. We bring the passion and the joy through our work.


  • Deliver excellence in everything we do. That's a given.


  • Build lasting relationships based on trust. Without true partners we are short term. That does no one any good.


  • Embrace change. Change is constant. Welcome it or be left behind.


  • Generously give to others. We are all in this together. There is enough.


  • Proactively communicate with everyone. Proaction gives us all time.


  • Be authentic, grateful and humble.

Jevon K Thomas

Retirement Plan Consultants

Financial Advisor

(949) 545-1358

We are a financial advising firm specializing in employer sponsored retirement plans. We can help with 401K's, 403B's, 457's, defined benefits, ESOP's and Non Qualified plans.


We help protect, design and grow your employer sponsored retirement plan. Acting in the best interests of the participants and creating a retirement plan that emphasizes corporate goals and objectives are two sides of the same coin.


Please call us today - we'll be happy to offer you a free initial consultation. Thanks for visiting!

15520 Rockfield Blvd, Suite G, Irvine, CA 92618

Securities and investment advisory services offered through World Equity Group, Inc., member FINRA / SIPC. Jevon Thomas Retirement Plan Consultants and World Equity Group, Inc. are independently owned and operated. World Equity Group, Inc. does not provide tax or legal advice. For tax advice consult with a qualified tax professional. For legal advice consult with an attorney.


This website contains links to third-party websites and neither Jevon Thomas Retirement Plan Consultants or World Equity Group, Inc. can attest to the accuracy of the information contained within these websites. Nor is World Equity Group Inc. or Jevon Thomas Retirement Plan Consultants liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. World Equity Group Form CRS.