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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.
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. Marc's length and breadth of financial skills are especially evident when he designs reverse mortgage or LESS solutions to solve problems for the clients of divorce, bankruptcy, elder and estate lawyers and professional fiduciaries.
We work closely with homeowners of any age via their trusted advisors and their families to custom design a program that will solve problems effectively and economically. Because we are a brokerage, we represent six different reverse products companies and thirteen different products, including a student loan alternative. We are able to handle credit and income issues that frequently derail applications on reverse loans and lines of credit up to $6,000,000.
Our purpose is to educate, problem solve and collaborate with allied professionals & their clients to help find solutions to financial issues proactively & creatively.
WHAT MAKES US DIFFERENT:
We 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
Company Details
- Employees
- 1
- Address
- 1620 Broadway, Santa Monica,california 90404,united States
- Industry
- Financial Services
- Keywords
- Reverse Mortgage Specialist, Accredited Financial Counselor, HECM, Limited-Equity Share System, Home Equity Investment, Proprietary Loan - Jumbo Reverse, Trusted Advisor, Divorce Mortgage Planning, HECM Line of Credit.
- HQ
- Santa Monica, California
Reverse Your Thinking® Mortgage Questions
Reverse Your Thinking® Mortgage's website is https://www.reverseyourthinking.mortgage
Reverse Your Thinking® Mortgage's LinkedIn profile is https://www.linkedin.com/company/reverse-your-thinking-mortgage
Reverse Your Thinking® Mortgage has
1 employees.
View email and phone details for 1
employees at Reverse Your Thinking® Mortgage.
Reverse Your Thinking® Mortgage's industry is
Financial Services
Reverse Your Thinking® Mortgage's top competitors are
Finance Of America,
Premier Reverse Closings,
Instantly.ai,
Equity Mortgage Lending,
Helios,
Cross Country Mortgage,
Crosscountry Mortgage, Llc,
Pacific Financial Advisors, Inc.,
Cross Country Mortgage,
Valley Bank.
Reverse Your Thinking® Mortgage's categories are Financial Services
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Top Reverse Your Thinking® Mortgage Employees
-
Mathius (Marc) Gertz, MBA, AFC®, CAPS, CDLP, CREV
Broker/Principal-Reverse Mortgages ◉ Trusted Advisor Working Collaboratively With Legal, Financial, Banking & Health Care Allies. We Design Ways To…
Santa Monica, California, United States, United States2gmail.com, juno.com3 +131049XXXXX
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