J.E. Simmons and Company helps dentists take advantage of private practice ownership through tax planning, investment management, and financial planning.
About Our Clients
Business 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?
and Personal Advice
High Stakes Decisions
Strategies for Owners
“Business owners deserve an advisor
that understands the full picture.”
— Jack Simmons, Founder and President
How it Works
Your Current Advisors
We can help bring clarity to confusion.
We can change anxiety into confidence.
We can turn lost opportunities into new options.
Read Our Blog
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
Let’s walk through the fundamentals of a financial plan for a new dentist