Mathius Marc Gertz
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Established with Transparency in MindWe have reversed the way that business is done in the reverse mortgage market. In our practice, we ask questions and try to isolate the problem to be solved. If we can do it with one of the fifteen reverse programs for people of all ages that we represent, we will do it. If not…we will tell you that too and refer to other professionals.
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Our Goal: Collaborate, Educate, Problem-solveMarc feels 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 for divorce mortgage planning or retirement planning. Marc's role is to be a trusted advisor for the advisor, for their clients and their families.
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Mathius Marc Gertz, MBA, AFC, CAPS, CDLP
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We're Here for You When You Need UsHonest conversation truly does shine a light on misunderstandings and erroneous beliefs. Marc feels that same way about sharing what he know about reverse mortgages with homeowners, their families and trust advisors. However, it all begins with trust and listening and teamwork.
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