Collaborate | Educate | Problem-Solve

Let’s Reverse Your Thinking® with Mathius ‘Marc” Gertz.

I believe that the key to Staying Financially Healthy is open communication and being proactive, along with a plan designed to address the unique needs and goals of each and every client. 

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.

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. However, it all begins with trust and listening and teamwork.

Therefore, Staying Financially Healthy means we must collaborate, educate, and problem-slove. So let’s Reverse Your Thinking® about reverse mortgages.

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Staying Financially Healthy. Reverse Your Thinking with Mathius Marc Gertz
Mathius ‘Marc’ Gertz MBA, AFC®, CAPS, CDLP

About Me

I maintain 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 client’s lives.

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