Reverse Your Thinking® Mortgage, with headquarters in Los Angeles County, collaborates with many trusted advisors. Marc flipped the script and reversed the way business is done in the reverse mortgage industry. Always learning how to research facts and dig for the truth has influenced the way Marc does business. Marc is interested in the how and why of where we are today in this world. When he talks with clients, he inquires similarly about their own personal histories and how and why they made the decisions that they did. This gives Marc insight into how to best design a plan to meet the unique needs and goals of the client and why it has a great chance of success. We have access to fifteen different reverse programs for people of all ages. If there is nothing that can be done, we will let the client know. Marc will personally connect them to trusted advisor that better suits their situation.
|
|
|
Speak to the Expert in Reverse Mortgages
Mathius Marc Gertz holds a Masters in Business Administration (MBA), is an Accredited Financial Counselor (AFC®). He is also a Certified Aging in Place Specialist (CAPS) and a Certified Divorce Lending Professional (CDLP).
Marc represents a complete spectrum of reverse mortgages and limited equity share programs through his mortgage practice. He collaborates with trusted advisors to design and implement programs that satisfy their clients' legal and financial planning needs. As an AFC®, he offers both lender-sponsored programs to his clients and fee-based counseling.
Marc maintains a holistic, collaborative approach to the reverse financial planning process. This includes educating trusted advisors and keeping them current on financial strategies to help protect the quality of their client's lives. Marc believes open communication and proactivity are keys to a successful long-term retirement plan. Additionally, Marc works closely with each client to develop a plan that is specific to their unique needs and goals.
The three watch-words of his practice are: collaborate, educate, problem-solve.
Marc has earned a reputation for explaining complex subjects in an easily understood style. A specialist in reverse financial retirement plans and their history, Marc is frequently invited to present training and educational workshops for trusted advisors. Like attorneys, financial planners, fiduciaries, accountants, and bankers, to name a few.
He also collaborates with schools, colleges, and community & fraternal groups. He also gives educational workshops covering many topics like wealth creation, money and emotions, aging in place, and financial literacy.
Marc represents a complete spectrum of reverse mortgages and limited equity share programs through his mortgage practice. He collaborates with trusted advisors to design and implement programs that satisfy their clients' legal and financial planning needs. As an AFC®, he offers both lender-sponsored programs to his clients and fee-based counseling.
Marc maintains a holistic, collaborative approach to the reverse financial planning process. This includes educating trusted advisors and keeping them current on financial strategies to help protect the quality of their client's lives. Marc believes open communication and proactivity are keys to a successful long-term retirement plan. Additionally, Marc works closely with each client to develop a plan that is specific to their unique needs and goals.
The three watch-words of his practice are: collaborate, educate, problem-solve.
Marc has earned a reputation for explaining complex subjects in an easily understood style. A specialist in reverse financial retirement plans and their history, Marc is frequently invited to present training and educational workshops for trusted advisors. Like attorneys, financial planners, fiduciaries, accountants, and bankers, to name a few.
He also collaborates with schools, colleges, and community & fraternal groups. He also gives educational workshops covering many topics like wealth creation, money and emotions, aging in place, and financial literacy.
Book Your Personal Q & A with Marc
A Personal Note From Mathius Marc Gertz
Collaborate
|
I believe that no one makes it in this world alone. We all stand on the shoulders of others and sometimes have to go forward shoulder to shoulder in order to succeed. 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. It can be proactive, at the start of a client’s retirement years, where we see how tapping into the illiquid wealth of one’s home can be a great way to balance a good budget and maintain a high quality of life. Or it can be reactive, where something has happened to derail a client’s retirement plan and now we need to see if a reverse mortgage can fix it. Either way, my role is to be a trusted advisor for the advisor, for their clients and their families.
|
Educate
|
I taught history and English in schools for five years and truly loved it. When I was able to use facts to convey an idea to a student that explained or modified a belief they had, it was very fulfilling. Honest conversation truly does shine a light on misunderstandings and erroneous beliefs. I feel that same way about sharing what I know about reverse mortgages with homeowners, their families and trust advisors. There are misconceptions about these plans and historical reasons why people have them. Once we can address those erroneous beliefs, we can use the facts to craft a custom program; working together we will solve current or future financial concerns. However, it all begins with trust and listening and teamwork.
|
|
Problem-Solve
|
We all want to feel the way we want to feel. Usually we want a good happy secure feeling and peace of mind. For most of us, nothing makes us feel better than knowing that we have financial security. So usually that is the problem that I am asked to see if I can solve using a broad array of different reverse mortgage and reverse financial product solutions.
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”. Then using tools, such as 401k, Insurance policies, Roth conversions, brokerage accounts, reverse mortgages, et al, they figure out the best way to write a prescription that will end the “fever” of being moneyless, insolvent, open to lawsuits or just plain cash-strapped. Once the medicine is administered, their client can sing, Hey, 98.6, it’s good to have you back again! |
What Trusted Advisors Say About Marc
Hecker Fiduciary
Marc Gertz is a wonderful collaborator. He has been a true professional partner through the process of getting liquidity out of my clients estates, so that I can help them live out their lives according to their wishes. He has helped me with difficult to resolve loan issues. He also is a great resource in finding other professionals that may be needed in the course of my work. I highly recommend that all fiduciaries consider consulting with him about anything to do with reverse mortgages. I trust him with my clients. You can too.
|
Select Fiduciary Group LLC
Marc Gertz is a premier financial consultant for fiduciaries and their clients. He understands deeply the myriad ways reverse mortgages can be used to provide an income stream, a lump-sum payment or to match cash flow distributions to your clients unique financial, retirement, estate planning and business succession needs. He also understands how to use these products for asset protection. He is both a strategist who sees the big picture, and a tactician who can sift through the details to find the key information that matters. His skill as a story-teller helps you translate complex information into easy-to-understand ideas that your clients will understand. He will collaborate with you to decide whether a reverse mortgage is a right solution for your client. You will be well-served to get to know Marc before you need him.
|