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You’ve Built the Life. Now Let’s Build the Plan.

You’ve worked hard to get here. We help you turn your savings, pension, and goals into a clear, confident retirement plan — without the guesswork.

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Retirement Should Feel Exciting - Not Uncertain

 Am I actually ready?

 Will my money last?

 How does my pension fit in?

 What happens if life changes?


You don't have to figure this out alone.

This is About More Than Numbers

Travel. Family. Flexibility.

We help you build a plan that supports the life you actually want

Everything You Need For A Confident Retirement

Retirement Readiness Planning

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Income & Investment Strategy

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Social Security & Medicare Guidance

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Personalized Lifestyle Planning

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Risk & Insurance Review

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Ongoing Advice & Reviews

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Get To Know Us

With over 50 years of combined experience, we help individuals and couples navigate the transition into retirement with clarity and confidence.

At Retire Bridge, our focus is simple - to make retirement planning more approachable, more personal, and easy to understand.

Andrea L. Bates

Andrea L. Bates

 Certified Financial Planner

Meet Andrea
Francis P. Leonard<br/>

Francis P. Leonard

Financial Advisor

Meet Francis

Let's Make Sure You're Ready

You don't need all of the answers - you just need a place to start.

Schedule a Conversation

At RetireBridge Advisors, we provide comprehensive financial guidance to clients who are nearing retirement or have already retired.

You’ve been working towards retirement your whole life. Let’s make sure you’re on the right track.

Learn More About Our Vision

Our advisors are located in the Greater Boston Area of Massachusetts:  Andrea Bates is based in Medford, MA and Frank P Leonard is in Boston, MA.


Andrea.Bates@voyafa.com Tel: (781) 658-9767 • Frank.Leonard@VoyaFA.com - Tel: (781) 796-9859

Get To Know Our Team

Have questions about your retirement? We have answers!

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