J.E. Simmons & Co., P.C.
We specialize in financial and tax planning for business owners and dentists. We can implement our planning recommendations through our in house tax preparation and investment management capabilities. We start with a full review of all aspects of your financial and business life and then move to an annual review process with quarterly check-ins. We are a fee-only practice which means we don't sell insurance or investments. Our ongoing fees are for planning and investment management and are based on your unique financial situation. Reasons people choose to work with us: 1. Outsource unpleasant tasks of investment and tax management 2. Reduce taxes through planning strategies 3. Build a plan to achieve goals and financial objectives. We offer a free 15 minute consultation that can be booked on our webpage to learn more.
Advisors at this Office