At PlanBridge LLC, our mission is to provide comprehensive and innovative financial planning and solutions that empower our clients to achieve their retirement goals. We are dedicated to building long-lasting relationships with our clients, offering retirement planning anytime anywhere and with any partner.
- Equipping
- Retirement Plan
- Service Providers
- with
- Intelligent
- Automation
- for
- Better Results.
our vision
At PlanBridge LLC, our vision is to revolutionize retirement plan management by leveraging technology to automate and streamline workflows, reducing the cost to create and manage small business retirement plans. Our platform is designed to make it profitable for retirement plan professionals to manage small business retirement plans by eliminating overhead costs and driving down production costs.
What we do...
- Equipping
- Retirement Plan
- Service Providers
- with
- Intelligent
- Automation
- for
- Better Results.
welcome message
Who We Are
Mortgates provides customized residential mortgages for purchasing or refinancing homes. We offer personalized mortgage services such as both FNMA/FHLMC specialty HARP loans, 90% LTV with no mortgage insurance, 95% LTV down to a 580-credit score. We also offer 15-30 year loans, ARM mortgages, fixed mortgages, VA loans, equity lines, FHA loans, conventional loans, jumbo loans, reverse mortgages and USDA loans.
Mortgates has been making home buying dreams come true for nearly 20 years. Like many of the people that we help find financial security through their homes, we too come from humble beginnings. In 1996, Mortgates began in a small suburb of Arlington in an even smaller office suite. Since then, also like many of those we help find financial security, our standing has improved dramatically.
We are grateful to every one of our borrowers who have allowed us to grow our lending potential over the last two decades. Through providing financial support and services to satisfied homebuyers, Mortgates has funded over $4 billion in home loans.
welcome message
Who We Are
Mortgates provides customized residential mortgages for purchasing or refinancing homes. We offer personalized mortgage services such as both FNMA/FHLMC specialty HARP loans, 90% LTV with no mortgage insurance, 95% LTV down to a 580-credit score. We also offer 15-30 year loans, ARM mortgages, fixed mortgages, VA loans, equity lines, FHA loans, conventional loans, jumbo loans, reverse mortgages and USDA loans.
Mortgates has been making home buying dreams come true for nearly 20 years. Like many of the people that we help find financial security through their homes, we too come from humble beginnings. In 1996, Mortgates began in a small suburb of Arlington in an even smaller office suite. Since then, also like many of those we help find financial security, our standing has improved dramatically.
We are grateful to every one of our borrowers who have allowed us to grow our lending potential over the last two decades. Through providing financial support and services to satisfied homebuyers, Mortgates has funded over $4 billion in home loans.
WHO WE ARE
Company Profile
A well-crafted, executed and maintained governance structure reduces fiduciary risk to Employers who offer retirement plans. Financial and Plan Advisors, Third Party Administrators (TPA), Recordkeepers, ERISA attorneys and Certified Public Accounts can offer value added services to Employer Sponsors in what is a necessary function of governance. PlanBridge brings the pieces together with compliance manuals and expert help.
A full set of expertly authored technical manuals have been licensed from PenServ Plan Services, Inc. The Internal Revenue Service has commented that these are the most thorough manuals in the country for plan sponsors to operate qualified plans.
what we do
client results
social impact
We’ve worked with the majority of regional and local organizations, hundreds of nonprofits, and private equity funds.
- Large multinational corporations
- Leading private equity firms
- Midsize companies
- Small start-ups
- Nonprofit organizations
FREQUENTLY ASKED QUESTIONS
FAQ
For more than 40 years, we’ve been passionate about achieving better results for our clients.
1. What does we do?
We take pride in our ability to learn the fundamentals of virtually any industry or technology quickly. Some of the markets we have served include green technologies, medical devices, biotechnology, Internet/e-commerce, telecommunications, distance education/e-learning, real estate.
2. What industries do you specialize in?
We take pride in our ability to learn the fundamentals of virtually any industry or technology quickly. Some of the markets we have served include green technologies, medical devices, biotechnology, Internet/e-commerce, telecommunications, distance education/e-learning, real estate.
3. Can you guarantee that our plan will raise capital?
We take pride in our ability to learn the fundamentals of virtually any industry or technology quickly. Some of the markets we have served include green technologies, medical devices, biotechnology, Internet/e-commerce, telecommunications, distance education/e-learning, real estate.
4. Can you help us raise money?
We take pride in our ability to learn the fundamentals of virtually any industry or technology quickly. Some of the markets we have served include green technologies, medical devices, biotechnology, Internet/e-commerce, telecommunications, distance education/e-learning, real estate.
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Proactive Plan Magement
Our intuitive app eliminates redundant processes and circumvents the unnecessary volley of communication attempts amongst your plan partners.