Connect With Us

This is not an application, it is the start of a dialogue. Tell us about the legacy you wish to build. When you work with us, you can expect honest guidance, thoughtful planning, and a long-term partnership built on trust.

  • Initial Consultation: We get to know you, your goals, and where you are financially
  • Personalized Strategy: We build a custom financial roadmap designed around your priorities
  • Ongoing Guidance: As life changes, we help adjust your plan and keep you moving forward confidently.
  • Initial Consultation: We get to know you, your goals, and where you are financially
  • Personalized Strategy: We build a custom financial roadmap designed around your priorities
  • Ongoing Guidance: As life changes, we help adjust your plan and keep you moving forward confidently.

Meet the Team

A close-knit team means a more personal experience, giving us the ability to truly understand your goals and provide the dedicated support you deserve.

Rich Brady

Founder & Lead Advisor

Dawnelle Brady

Office Administrator

Langston Brady

Office Administrator

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.