Matthew J. Ure

RMA
Personal Finance, Retirement, Investing
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52
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“The whole is greater than the sum of the parts- when all parts of a financial life are put together properly, incredible value is captured! ”
Firm:

Anthony Capital, LLC

Job Title:

Vice President

Biography:

Matthew is an avid learner and as such, sees his role as a guide who helps clients as they navigate saving for retirement and spending in retirement. His training as an Retirement Management Analyst informs every aspect of his planning and centers every decision on the client. He has taught hundreds of seminars touching on subjects ranging from debt solutions, investing, Social Security, pensions, insurance, and other financial topics, with the emphasis being on what trade offs are made when each is selected. 

Living in San Antonio, known as Military City USA, Matthew has become an expert in optimizing the financial lives of public as well as private sector employees.   Matthew recognized a huge need for benefits education and basic financial planning among government employees. To serve this need, he started Federal Benefits and Retirement (fedbenretire.org) and teamed up with the nonprofit The Society for Financial Awareness to offer trainings and private consultations at no cost to federal employees.  This collaboration has given thousands of federal employees access to fiduciary advice formerly reserved for the more affluent and has created millions in dollars of value for them and their families.  

With everyone in the industry clamoring to proclaim their fiduciary status, Matthew is quick to point out that that actually requires more than honesty and transparency. Though without those one cannot claim to be advising, without a broad understanding of finance one cannot claim to be a true advisor. 

Matthew is the 8th of 11 children, which he will tell you was an education in and of itself.  He has graduated from Dixie State University and Brigham Young University, and has also taken numerous post-graduate courses including a 4 month stint in Medical School. He speaks fluent Thai and enjoys traveling whenever occasion permits. He enjoys being a father to 3 boys and husband to a beautiful and creative wife. 

Education:

Brigham Young University

Assets Under Management:

$14 million

Fee Structure:

Fee Only

CRD Number:

6444268

Insurance License:

#1974612 TX

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September 2017
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    Real Estate, Insurance
Should I fill out a W-9 form for money I received from my insurance company for home repairs?
100% of people found this answer helpful

No. It is indemnity which means they are merely replacing something of value which was lost. 

Therefore no W-9 is necessary.

2 weeks ago
    Personal Finance, Lifestage Based Planning
Do I still have to withdraw RMDs if I work past 70 1/2 years old?
75% of people found this answer helpful
November 2016
    Personal Finance
Should I get out of my 403(b)?
75% of people found this answer helpful
October 2016
    Debt, Retirement, 401(k)
Should I use my 401(k) to pay off high interest credit card debt?
73% of people found this answer helpful
October 2017
    Annuities
What happens to my annuity after I die?
72% of people found this answer helpful
November 2016