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

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What We Do

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

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Jack and Kyle

Who We Are

Independent
Fiduciary
Fee-Only
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

Discussing Dental Practice Ownership with a New Associate
Discussing Dental Practice Ownership with a New Associate

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 Silicon Valley Bank [Key Events and Takeaways for Long Term Investors]
Market Volatility and Silicon Valley Bank  [Key Events and Takeaways for Long Term Investors]

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

Biggest Headlines in the SECURE Act 2.0
Biggest Headlines in the SECURE Act 2.0

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...

Tax Planning Strategies to Consider at Year End
Tax Planning Strategies to Consider at Year End

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

Five Tax Breaks This Dentist Received After Buying the Practice
Five Tax Breaks This Dentist Received After Buying the Practice

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.

Tax Update: The proposals in the American Families Plan
Tax Update: The proposals in the American Families Plan

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

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Contact Us

Find Us:
15770 Dallas Parkway, Suite 150
Dallas, TX 75248

Call Us:
‌(972) 404-1040‌

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