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Helping You Navigate Retirement with Confidence
If you’re looking for a more intentional approach to retirement planning, one built around clarity, discipline, and long-term confidence,we're here to help.
The Foundation
A Proven Process
Built Around You.
A clear intentional process designed to help you make confident financial decisions.
Before making any recommendations, we take the time to understand your full financial picture:
• What you’ve built
• What you want your money to do
• What risks may be working against you
Most people don’t need more complexity, they need a clearer view of what they already have.
Every recommendation has a purpose. Nothing is added unless it solves a real need.
• A tax strategy that helps you keep more of what you’ve earned
• A plan for generating reliable income
• A level of risk you’re comfortable with
Once everything is clear, we design a strategy that aligns with your goals:
Whether it involves investments, income strategies, or protective solutions, everything we implement is designed to work together. You’ll understand:
• What you own
• Why you own it
• How it supports your future
No guesswork. No unnecessary complexity.
Your plan isn’t something we set and forget.
We work with you ongoing to:
• Adjust as your life changes
• Keep your strategy aligned during market shifts
• Help you avoid emotional decisions that can derail long-term success
This is where real confidence comes from—not just having a plan, but knowing someone is there to guide you through it.
Rich Brady
Founder & Lead Advisor
MORE ABOUT ME
Building
Enduring
Legacies.
Rich Brady is the founder of Helios Financial Services, LLC, where he helps individuals and couples approaching retirement turn their savings into reliable income, protect what they’ve built, and move forward with confidence. He also leads educational workshops that simplify complex financial topics.
His perspective is both professional and personal. After seeing his parents face challenges from poor planning and tax inefficiencies. Rich is committed to a different approach. At Helios, he focuses on protecting assets, creating dependable income, and staying actively involved with clients long after the plan is in place.
Rich lives in the Austin area with his wife, Dawnelle. He is a father of five and grandfather of nine, and enjoys hiking, traveling, and exploring Texas Hill Country BBQ
MORE ABOUT ME
Building
Enduring
Legacies.
Rich Brady is the founder of Helios Financial Services, LLC, where he helps individuals and couples approaching retirement turn their savings into reliable income, protect what they’ve built, and move forward with confidence. He also leads educational workshops that simplify complex financial topics.
His perspective is both professional and personal. After seeing his parents face challenges from poor planning and tax inefficiencies. Rich is committed to a different approach. At Helios, he focuses on protecting assets, creating dependable income, and staying actively involved with clients long after the plan is in place.
Rich lives in the Austin area with his wife, Dawnelle. He is a father of five and grandfather of nine, and enjoys hiking, traveling, and exploring Texas Hill Country BBQ
Rich Brady
Founder & Lead Advisor
Strategies to Preserve & Grow Your Wealth
Tax Efficient Strategies
As retirement approaches, the conversation shifts. It's no longer just about how much you have, it's about how much you keep after taxes and how long it lasts.
Retirement Wealth Management
Markets change. Life changes. Your plan should adapt, but not react emotionally. We provide perspective and adjustment during periods of uncertainty.
Legacy & Asset Protection
Protecting what you've built becomes just as important as growing it. We help you build strategies designed to safeguard your legacy for generations.
ThoseWe Serve
We work best with individuals and families who:
Have accumulated significant assets
Are approaching or in retirement
Want a more thoughtful, coordinated retirement strategy
Prefer clarity and discipline over complexity and constant change
Start the Conversation
If you’re looking for a more intentional approach to retirement planning,one built around clarity, discipline, and long-term confidence, the team at Helios Financial Services are here to help.
Get in Touch
We're here to answer your questions and help you get started.
BY EMAIL
rich@heliosretire.com
BY PHONE
IN OUR OFFICE
2901 Caballo Ranch Blvd, Suite 5D
Cedar Park, Texas 78641
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About
Helios Financial Services, LLC (“Helios”) is a Registered Investment Adviser. Advisory services are offered only in states where Helios is properly registered or exempt from registration. The information on this website is for general informational purposes only and should not be considered personalized investment, legal, or tax advice. All investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. Each individual’s financial situation is unique, and you should consult with a qualified professional before making financial decisions. Helios may utilize third-party investment managers, custodians, and insurance or annuity providers in delivering advisory services. These relationships may create potential conflicts of interest, which are disclosed in greater detail in our Form ADV. Additional information about Helios, including services, fees, and conflicts of interest, is available in Form ADV, which is available upon request.