Welcome to J.E. Simmons & Co.

Our mission is help individuals and families accumulate, preserve and grow their wealth.  We free our clients from detailed management of the investment process, allowing them time for the things they truly enjoy.  We provide our clients with strategic guidance in all major financial decisions of life, giving them confidence that their actions are in keeping with their long term goals.  We also provide practical guidance for the day-to-day issues that arise when running a small business, drawing upon years of experience as small business owners and managers ourselves.  While a good portion of our clients are dentists or other medical professionals, the techniques utilized are applicable to anyone interested in wealth accumulation and management. 

We keep up to date on all emerging legislation, tax-saving strategies and techniques and the ever-changing market conditions and adjust tactics accordingly to keep our clients on their path to financial freedom.  As a fee-only financial planner, we offer bias-free guidance that is tailored specifically to our client’s vision for their future.  With a vast depth of experience in dealing with and overcoming the challenges of small business ownership and wealth accumulation and management, we are well suited to provide proven advice and counsel and adapt action plans to our client’s specific needs.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at (972) 404-1040. We look forward to hearing from you.


Interested in learning more?



   

15770 N. Dallas Parkway Suite 150Dallas, TX75248
Tel: (972) 404-1040Fax: (972) 404-1120Email: evan@jesimmons.com