Business owners deserve an advisor that understands the full picture.
At J.E. Simmons & Company, we understand that as a business owner, you want to focus on your craft, not get bogged down in financial complexities. That's where we come in. Our team of experienced advisors is dedicated to helping dentists and other professionals like you achieve their financial goals through comprehensive financial planning, investment management, and tax planning.
Our Services
We offer a wide range of services tailored to meet the unique needs of dental professionals, including:
- Investment Management: We help you make the most of your investments, providing personalized investment strategies and portfolio management.
- Savings and Retirement Planning: We'll help you create a financial plan that sets you up for a secure financial future, whether it's retirement planning or saving for a specific goal.
- Tax Planning: Our experienced team of accountants and tax professionals can help you navigate the complex tax landscape, minimizing your tax liability and maximizing your savings.
- Business Consulting: We provide expert guidance on dental practice management, including buy/sell agreements, practice appraisals, and more.
- Dental Practice Management: Our team can help you optimize your practice operations, including staffing, budgeting, and financial planning.
- Estate Planning: We'll help you protect your legacy and ensure your loved ones are taken care of after your passing.
- Student Loan Planning: We can help you navigate the complex world of student loans and develop a plan to pay them off efficiently.
Why Choose J.E. Simmons & Company?
Our unique approach is built on a foundation of integrated business and personal advice, combined with our expertise in high-stakes decision-making and cash flow strategies for dentists. We understand that as a business owner, you wear many hats, and we're here to help you make informed decisions that align with your goals.
How We Work
We take a collaborative approach, working closely with you to understand your goals and develop a personalized plan tailored to your unique needs. Our process is designed to be efficient and effective, with regular check-ins and transparent communication throughout.
Meet Our Team
Our team is comprised of experienced advisors, accountants, and financial professionals who share a passion for helping dental professionals like you achieve their financial goals. Meet our team leaders, Jack Simmons, CPA/PFS, and Kyle Simmons, CFP.
Read Our Blog
Stay up-to-date on the latest financial news, trends, and insights from our blog, featuring articles on topics such as HSAs, private equity, tax planning, and more.
Conclusion of Online Reviews
Integrity and Honesty
The reviewers at JE Simmons & Co. PC - We Care have spoken highly of their experiences with the company. They praise the organization's integrity and honesty, expressing their gratitude for the long-term relationships built with clients and colleagues.
Exceptional Service
The reviewers highlight the exceptional service provided by JE Simmons & Co. PC - We Care. They report being treated with respect and care, and appreciate the effort taken to ensure their satisfaction.
Long-Term Relationships
The reviewers emphasize the importance of long-term relationships in their dealings with JE Simmons & Co. PC - We Care. They state that they have been working with the company for over 20 years and have never had any issues.
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