J.E. Simmons and Company helps dentists take advantage of practice ownership through financial planning, investment management, and tax planning.

About Our Clients

  • Leaders in dentistry, medicine, and other professional services

  • Managing multiple advisors across business and personal

  • Goal oriented with a desire to focus on your craft

Why do people choose J.E. Simmons & Company?

Financial Plans

Integrated Business
and Personal Advice

Experience with  High Stakes Decisions

Experience with
High Stakes Decisions

Cash Flow  Strategies for Owners

Cash Flow
Strategies for Dentists

“Business owners deserve an advisor
that understands the full picture.”

— Jack Simmons, Founder and President

Puzzle Pieces

What We Do

Your One-Stop Shop.
One meeting plus
three calls each year.

Puzzle Pieces
Jack and Kyle

Who We Are

Advisors & Accountants

How it Works

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Your Current Advisors
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Our Approach

We can help bring clarity to confusion.
We can change anxiety into confidence.
We can turn lost opportunities into new options.

Read Our Blog

Bringing an associate dentist into ownership can prove to be a challenging task for a practice owner. Practice owners are at a natural disadvantage because they are focused on patient care and...

Market volatility and uncertainty is spiking due to concern with the banking system and outlook for the economy and interest rates.

The SECURE Act 2.0 was passed in December of 2022 and contains roughly 100 changes to retirement provisions affecting RMDs, retirement plans, and education savings accounts. The changes in 2.0 are...

A simple list of year-end tax planning strategies to consider before 2022

Buying into the practice comes with tax benefits. We explore the five common tax breaks new owners receive when purchasing a practice and use example numbers from a real purchase.

The latest updates on the American Families Plan proposal released by Congress on September 13, 2021