Satre & Associates

Satre & Associates A financial advisory practice of LPL Financial

CFP #61182
NPN #226634
CRD #1835514 is a broker-dealer and member of FINRA. Instead, contact me directly.

Tim Satre CFP® CDFA™Financial AdvisorCERTIFIED FINANCIAL PLANNER™ professionalLPL Financial . Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing

a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Please visit www.LPL.com for more important disclosures and information. Securities and advisory services offered through LPL Financial, registered investment advisor, member FINRA/SIPC. www.finra.org and www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit http://www.satreandassociates.com

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a dis...
06/10/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

See how long your current savings might last if a disability interrupted your income.

Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lo...
06/08/2026

Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lost, stolen, or damaged card. Read more here:

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

Have a kid heading off to college? Here are a few tips.
06/05/2026

Have a kid heading off to college? Here are a few tips.

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results.

10 tips that can head-off marriage money problems.
06/03/2026

10 tips that can head-off marriage money problems.

Couples may be able to head off many of the problems in a marriage that money can cause.

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
06/01/2026

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Can group and private disability policies work together?
05/29/2026

Can group and private disability policies work together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

The key to healthcare in retirement might be a patchwork of different choices.
05/27/2026

The key to healthcare in retirement might be a patchwork of different choices.

What is your plan for health care during retirement?

Want to test your life insurance knowledge? Take our quiz and find out where you rank.
05/25/2026

Want to test your life insurance knowledge? Take our quiz and find out where you rank.

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

What did it take to become the richest man in Babylon?
05/22/2026

What did it take to become the richest man in Babylon?

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Address

4184 Treadway Road
Beaumont, TX
77706

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 3pm

Telephone

+14099249434

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