Our Mission
At State of Mind Financial Planning, our mission is to help empower individuals and families to make confident financial decisions by aligning money with mindset. We provide clear, personalized strategies desinged to help build wealth, but also create greater confidence and lasting financial well-being. It is our goal to have a lasting positive impact on the lives of as many people as possible through concierge level high quality financial planning relationships though all phases of life. We intend to accomplish our goal by providing a consistent referable client service experience putting our clients and their needs above all else.
Kyle Hilsberg, CFP®, APMA® Wealth Management Advisor
TX License # 2140633
Kyle began his professional career as a teacher and a coach; in a way, he still is. He proudly describes himself as a financial play caller, working to bring clarity and confidence to his clients’ financial lives, coaching them toward a winning retirement.
He specializes in holistic wealth management and offers guidance in investing, tax strategies and legacy planning to help his clients meet their short- and long-term goals. Kyle’s experience in the financial sector includes working with some of the industry’s largest firms. As an independent advisor, he uses his experience, combined with a variety of services and products, to create plans tailored to each individual.
Outside of the office, Kyle’s life is centered on faith and family. He lives in League City, Texas, with his wife, Amanda, and his three children: a daughter named Hayden, and sons Jackson and Hayes.
Kyle’s family stays active, spending many weekends at the softball fields. They also love to travel and plan on watching their beloved Houston Astros play in every major league stadium. Kyle also enjoys golfing and looks forward to sharing his love of the outdoors with his children.
He hopes to make a lasting impact by someday establishing a foundation to provide financial counseling to underserved individuals who lack access to traditional advisory relationships.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S.
COMPLIMENTARY EBOOK: What Financial Challenges Will You Face?
The world of retirement is changing — especially how we fund it. Many find themselves questioning when, or if, they will be able to retire. Our free, 8-page guide will help you get a head start on your retirement planning by showing you:
How an experienced financial professional can address your “what-ifs” about retirement — and then help you figure out how to address them.
How the average person spent $146 a year on health care in 1960 compared to the average cost today.
How to ask the right questions about retirement, including: How do I make my money last?
Download your free retirement guide now and take the first step toward taking control of your financial future.
Guarantees and protections provided by insurance products, including annuities, are backed by the financial strength and claims-paying ability of the issuing insurance carrier. Annuities are not bank or FDIC insured.
READ MORE ABOUT Our Services Below
We’re independent, so we can help you develop your custom financial strategy from a wide array of products, services and approaches. We can help meet your specific financial needs, no matter how close you are to retirement.
IRA Legacy
Planning
Tax-Efficient
Strategies
Wealth
Management
Retirement
Income Strategies
Asset Protection
Strategies
IRA/401(k)
Rollovers
Investments
Annuities
Contact Us
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