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Get The Answers You've Been Looking For!
Register below for our Free Retirement Q&A Workshop
Choose between September 8th or September 10th, 2026 at 6:00 PM
Located at Southwestern University (Georgetown) Room #100
Just a Few Details to RSVP:
(or call 512-765-9090 to register via phone!)
Which night will you be attending?
Upcoming Workshops
More Information and FAQ's
Our upcoming workshop is designed to be an open, educational conversation, not a sales presentation. This is a Q&A session where you can ask real questions about retirement, investing, tax strategies, and financial planning in a comfortable, no-pressure environment. Our goal is to provide clarity, guidance, and honest insight so you can leave feeling more informed and confident about your financial future.
- September 8th or 10th at 6:00 PM
- 1001 E. University Ave. Room #100, Georgetown, TX 7862
- Only 25 Seats Available per Workshop
This workshop is designed for individuals and families who want to learn more about retirement planning, investing, taxes, and creating a thoughtful strategy for the years ahead.
- Retirement Planning - Strategies for creating a retirement income plan, preparing for the transition into retirement and developing a retirement income strategy
- Tax Strategies - Exploring ways taxes can impact your retirement income and discussing potential strategies for tax-efficient retirement income.
- Financial Planning - Taking a comprehensive look at your financial picture, including income, savings, investments, Social Security, and other factors that can influence your retirement strategy.
The Advisor
Who Will Be Answering My Questions?
Meet Rich Brady, he 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 Q&A 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
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.