Matthew J. Ure

RMA
Personal Finance, Retirement, Investing
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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:

Whether your question is about social security draw age, balancing risk and return in an investment, tax planning, or which strategy you should use to cover long term care needs, your chance for success improves dramatically with accurate information. Matthew believes his role is to guide clients through these trade offs using various tools, experience, and his training as a certified Retirement Management Analyst which centers every decision on improving retirement outcomes using math and science. 

Matthew has become an expert in optimizing the financial lives of public and private sector employees.   Several years ago, recognizing a huge need for benefits education and basic financial planning, he teamed up with The Society for Financial Awareness to offer workshops, seminars, and private consultations with a goal toward education. This collaboration has given thousands of public and private sector employees access to fiduciary advice while requiring no minimum investment amount. This educational approach that focuses on the best interest of the person has created millions in dollars of value for the attendees and their families.  

 He is a well know presenter in San Antonio and surrounding areas having taught hundreds of seminars touching on subjects ranging from debt solutions, investing, Social Security, pensions, insurance, and other financial topics. 

Being the 8th of 11 children- Matthew has real life experience in financial planning as he put himself through college, graduating from Brigham Young University with no debt and money in the bank.  He speaks fluent Thai and enjoys traveling whenever occasion permits. His personal life centers around 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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3 weeks ago
September 2017
August 2017
November 2016

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    Debt, Investing
What should I do with the $10,000,000 I just acquired after selling my company?
100% of people found this answer helpful

Congratulations!  That is really awesome. 

Your question is one that many high net worth clients are struggling with and is certainly part of the reason that Bitcoin jumped so much this year- people were looking for alternatives to stocks and bonds. 

While I don't heavily advocate for crypto-currencies, the idea of seeking investments that are not directly tied to the "market" is a sound idea though given the high valuations.  Considering your sizable investable assets you have the advantage of being able to access private funds and other non-public ventures. Examples include real estate funds, oil and gas funds, and partnerships in private businesses, as well as even less traditional funds like buying legal settlements and making small business loans.  These can provide significant returns but they also can provide much greater diversification from the various business cycles that plague the traditional markets. Experience and due diligence is highly important with these investments however. 

Obviously, your goal should be to find someone who is competent and who you can trust.  My opinion is that you will be best served by someone who works in wealth management and has alternative investment expertise. Wealth management is different from investing/ insurance guys, and even differ from financial planners in that they work solely with high net worth individuals to integrate all financial aspects, whether that is taxes, interest, or asset valuations, etc, into a comprehensive picture that provides the most value to you. 

That said, while I'd love to help you, your situation is outside of my wheelhouse. Depending on your goals, I'd refer you to one of two people- Dave Anthony is more wealth builiding and uses alternatives, or Kirk Cassidy for charitable and retirement planning. They are both top 3 for most brilliant, creative,and innovative managers out of the thousands I've met. And perhaps even more importantly, they are straight shooting and squeeky clean. 

Good luck! 

 

 

 

January 2018
    Marriage / Divorce, Financial Planning, Pensions
What happens to my pension after I remarry?
100% of people found this answer helpful
July 2018
    Debt, Financial Planning, Pensions, Social Security, 401(k)
What should I do with RMD funds after paying taxes if there is currently no need for the funds and I want them to grow with limited risk?
100% of people found this answer helpful
July 2018
    Retirement, Investing, Asset Allocation, Choosing an Advisor
Should I use annuities as a temporary investment?
100% of people found this answer helpful
July 2018
    Real Estate, Taxes
How will I be taxed on the money from the sale of my house?
100% of people found this answer helpful
August 2018