(409) 924-9434

(409) 924-9434

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EDS, LLC

EDS, LLCEDS, LLCEDS, LLC

Experienced Divorce Consulting

Experienced Divorce ConsultingExperienced Divorce Consulting

The Team

Tim C. Satre, Certified Financial Planner®,Certified Divorce Financial Analyst™

  

As a Certified Financial Planner® Tim serves his clients by providing personalized, hands-on Comprehensive Wealth Management. Tim's clients are local professionals, business owners and a collection of retired individuals from local companies. As a Certified Divorce Financial Analyst™, Tim helps divorcing couples and their attorneys examine and separate the collection of financial and tax issues specific to divorce.

After graduating from Northwest Missouri State University in 1987 with a Bachelor of Science Degree in Finance and Management Tim started his financial service career in Des Moines Iowa with Met Life. In 1991 Tim worked as a Financial Advisor with CUNA Mutual, which provides financial planning to individuals through their local credit unions. CUNA transferred Tim to Beaumont Texas where he served the members of Mobiloil Federal Credit Union. A second transfer sent him to Dallas to serve at Texins Federal Credit Union for the employees of Texas Instruments. Tim decided that Beaumont was his home, and returned to take a position providing financial planning services to the customers at Prime Bank. Tim started his own independent firm in 1996.

Tim and his wife of 30 years , Alicia, reside in the Beaumont area. They have three children - Kascy, Alec, and Julia.

Education

Northwest Missouri State University, Maryville, MO-1987

Bachelor of Science-Finance/Management

College of Financial Planning, Denver, CO-1997

CERTIFIED FINANCIAL PLANNER™

Institute of Certified Divorce Financial Analyst, Southfield, MI – 2002

CERTIFIED DIVORCE FINANCIAL ANALYST


The EDS, LLC QDRO & Tax Team Pictured Above are: from top left: QDRO Assistant -Haley Schmidt, Enrolled Agent -Jennifer Abshire

from Bottom Left: QDRO Specialist- Shelley Permenter, Certified Divorce Financial Analyst-Tim Satre, Branch Operations Manager-Dianne Walker

Our Services

QDRO

  •  splits retirement accounts after divorce 
  •  develop a legally sound and workable solution for division of retirement plans 
  •   prepare legal documents and provide financial advice 

Financial Advice

  •  create strategies for eliminating financial risk and building wealth over the long term 
  •  estate planning 
  •  build wealth 
  •  estimate your projected financial needs and strategic ways to stretch your retirement savings 

Tax Preparation

  • prepare tax returns 
  • advising on charitable donations 
  •  construct a tax-efficient estate plan
  •  explain how taxes will impact your finances  

EDS, LLC

4184 Treadway Rd Beaumont, TX 77706

(409) 924-9434

Copyright © 2025 EDS, LLC - All Rights Reserved.

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