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.
