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Collaborate
I feel an obligation to work with trusted advisors to help them to do the best job possible for their clients. Sometimes this includes considering a reverse mortgage as a source of liquidity for the estate or retirement planning. My role is to be a trusted advisor for the advisor, for their clients and their families. |
Problem-Solve
I view trusted advisors as “financial physicians''. Their profession is to assess the difference between what a client has and what he wants or needs. They use questions to assess if a client has a “fever”. Once the medicine is administered, their client can sing, Hey, 98.6, it’s good to have you back again! |
Call Us: 310-447-5266 |
The most common type of reverse mortgage is a loan insured by the Federal Housing Administration (FHA), which is also called a HECM. It allows you to access your home equity and turn it into cash. Borrowers choose a reverse mortgage because it allows them to remain in their homes, as long as they meet the loan terms, and provides funds that can greatly supplement their retirement income.
Eliminate the burden of a monthly mortgage payment, you can free up cash to cover other important expenses.* The proceeds are tax-free** and can be used in various ways, like paying health care costs or financing home renovations and afford to stay in the home you love and age in place.* |
Mathius Marc Gertz |
Reverse Your Thinking® MortgageMathius Marc Gertz is a Mortgage Broker with Reverse Your Thinking® Mortgage and is located in Los Angeles County. The Principal of parent company SayWhyNot, Inc.,Marc holds a Masters in Business Administration (MBA), is an Accredited Financial Counselor (AFC®), a Certified Aging in Place Specialist (CAPS), and also a Certified Divorce Lending Professional (CDLP). Through his mortgage practice, Marc represents a complete spectrum of reverse mortgage and limited equity share programs. He collaborates with trusted advisors to design and implement programs that satisfy the legal and financial planning needs of their clients. As an AFC®, he offers both lender-sponsored programs to his clients as well as fee-based counseling.
Marc maintains a holistic collaborative approach to the reverse financial planning process that includes educating advisors and keeping them current on financial strategies to help protect the quality of their clients lives. Marc believes that the key to a successful long term retirement plan is open communication and being proactive, along with a plan designed to address the unique needs and goals of each and every client. The three watch-words of his practice are; collaborate, educate, problem-solve. A specialist in reverse financial retirement plans and their history, Marc is frequently invited to present training and educational sessions for attorneys, financial planners, fiduciaries, accountants and bankers. He also does educational seminars for schools, colleges, and community & fraternal groups on wealth creation, money and emotions, aging in place and political and financial literacy. Marc has earned a reputation for explaining difficult subjects in a style that is easily understood. |
The Safety Net SeekerSusan was a busy exec at a fortune 500 company. Divorced and in her early 60’s she was assessing her retirement plan with her advisor. She had done well and had plenty of funds set aside for retirement. Between her pension, self-directed 401K and social security, she looked forward to a comfortable retirement. However, her advisor Karen knew that the best laid plans can go astray.....READ MORE
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The MaximizerJeffrey wanted to make sure he would be able to maximize the income from his investment portfolio. He met with the wealth manager at his local bank and was concerned when they discussed what might happen if his stock-based portfolio should decline in a bear market.
Jake, his banker, put him in touch with me.....READ MORE |
The HomebodyGary and Jean had decided that they wanted to live in their current home for the rest of their lives. They had spoken to their grown sons and neither one wanted their parents’ home once they died. So, maximizing income while alive was the only consideration when they called me at their accountants advise. .....READ MORE
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