Estate Planning
Organize assets, beneficiary intentions, and wealth transfer priorities so your financial strategy works in harmony with wills, trusts, and other legal documents.
Protect what you have built with thoughtful estate, tax, succession, and legacy planning guidance from Endeavor Financial Group. Our advisors help affluent families, executives, entrepreneurs, and business owners organize wealth transfer strategies, coordinate financial decisions with professional documents, and create a clear plan for future generations, charitable priorities, and long-term financial confidence.
Coordinated strategies to preserve wealth, reduce complexity, and prepare assets for future generations.
Organize assets, beneficiary intentions, and wealth transfer priorities so your financial strategy works in harmony with wills, trusts, and other legal documents.
Work proactively with your tax professionals to evaluate tax implications, identify planning opportunities, and support efficient wealth transfer decisions throughout the year.
Create a clear path for business transition, retirement readiness, buy-sell planning, and long-term continuity for owners who want their legacy protected.
Develop diversified investment strategies designed to protect accumulated wealth, support liquidity needs, and align assets with estate and legacy objectives.
Coordinate business and personal financial goals with strategies covering retirement, estate planning, tax considerations, employee benefits, and future ownership transitions.
Identify potential threats to family wealth or business continuity and recommend planning strategies that help protect assets from unexpected financial disruption.
We begin with a discovery conversation about your assets, family dynamics, business interests, charitable priorities, and long-term intentions, creating a complete picture before recommending any estate or legacy strategy.
A collaborative advisory team focused on clarity, coordination, and long-term financial confidence.
CFP® and CFA® credentials support disciplined planning, investment analysis, and informed legacy strategy.
We address your complete financial life, not just investments or isolated estate decisions.
Dedicated professionals collaborate to provide support, education, and direction through every planning stage.
Strategies are designed around your goals, values, family priorities, and long-term outcomes.
Experienced professionals guiding complex wealth planning decisions.
President of Endeavor Financial Group
Eric Bilitz serves as President of Endeavor Financial Group, leading the firm's mission to deliver comprehensive investment management and strategic wealth planning tailored to each client's unique financial situation. Based in Indiana, Eric brings a consultative approach to every client relationship, specializing in personalized financial planning for pre-retirees, small business owners, and executives. Under his leadership, Endeavor Financial Group operates on a five-step structured process — from discovery and analysis to implementation and ongoing monitoring — ensuring clients receive a clear roadmap toward financial freedom. Eric is committed to building long-term relationships grounded in trust, integrity, and respect, providing clients with unbiased guidance and the financial confidence they deserve.
Financial Advisor
Mike Gonzales is a dedicated Financial Advisor at Endeavor Financial Group, serving clients across Indiana with personalized wealth planning and investment management strategies. Mike works closely with pre-retirees, small business owners, and entrepreneurs to develop comprehensive financial plans designed to meet their individual objectives. As part of Endeavor's collaborative team approach, he provides professional support, education, and informed direction at every stage of a client's financial journey. Mike is committed to delivering holistic financial guidance that addresses each client's complete financial picture, helping them achieve long-term results and lasting peace of mind through strategies grounded in trust, integrity, and respect.
Joe Bilitz is a valued team member at Endeavor Financial Group, contributing to the firm's mission of providing strategic wealth planning and investment management tailored to each client's unique financial goals. As part of Endeavor's collaborative, team-driven approach, Joe supports clients across Indiana with a commitment to trust, integrity, and personalized service. He works alongside the firm's experienced advisors to ensure every client receives comprehensive attention across all areas of their financial life — from planning and analysis to implementation and ongoing monitoring. Joe is dedicated to helping individuals, families, and business owners build confidence in their financial futures and achieve the clarity they need to move forward.
A strong estate plan usually involves a coordinated team. An estate planning attorney prepares legal documents, a CPA advises on tax implications, and a financial advisor helps align investments, beneficiary designations, retirement assets, cash flow, and legacy goals. Endeavor Financial Group works with clients and their legal and tax professionals so the financial strategy supports the broader estate plan.
Speak with our advisory team about your legacy goals.
Recognized standard for comprehensive financial planning.
Advanced credential for investment analysis expertise.
Collaborative support across complex financial decisions.
Share your goals, questions, and planning priorities. Endeavor Financial Group will help you understand the next steps for coordinated estate, tax, succession, and legacy planning.
For immediate assistance, feel free to give us a direct call at 463-273-4062. You can also send us a quick email at team@endeavorfg.com.
For immediate assistance, feel free to give us a direct call at 463-273-4062. You can also send us a quick email at team@endeavorfg.com.