Strategic Tax Planning
Develop year-round strategies with your accountant to identify eligible deductions, credits, entity considerations, and major purchase timing that may help legally minimize tax burden.
Make confident tax-smart decisions throughout the year with strategic planning designed for individuals, pre-retirees, entrepreneurs, and business owners. Endeavor Financial Group helps align your investments, retirement goals, estate considerations, cash flow, and business decisions with proactive tax strategies built to support long-term financial clarity and peace of mind.
Forward-looking planning that connects personal wealth, business decisions, and long-term tax efficiency.
Develop year-round strategies with your accountant to identify eligible deductions, credits, entity considerations, and major purchase timing that may help legally minimize tax burden.
Organize assets, legacy goals, and beneficiary strategies while coordinating with legal professionals so wills, trusts, and financial plans work together efficiently.
Integrate taxation advice with cash flow, debt, asset acquisition, employee benefits, retirement, succession, and legacy planning for a stronger business and personal financial future.
We begin by learning about your income sources, business structure, investments, retirement goals, estate priorities, and current tax concerns so recommendations reflect your full financial life.
A collaborative advisory team focused on comprehensive planning, not isolated recommendations.
Tax planning is integrated with investments, retirement, estate, and business-owner financial goals.
Clients benefit from CFP® and CFA® guidance across complex planning and investment decisions.
Every strategy is tailored to your situation, objectives, risk tolerance, and life stage.
A team approach provides professional support, education, and informed direction throughout planning.
Experienced professionals supporting your financial planning journey.
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.
Costs vary based on complexity, credentials, and whether you need one-time advice or ongoing planning. Financial planning hourly rates often range from $200 to $400, while comprehensive flat-fee plans may cost around $3,000 or more. Business-owner planning can be higher when tax strategy, cash flow, retirement, succession, and investment coordination are all included.
Talk with our team about your goals and planning priorities.
Certified Financial Planner professional guidance.
Advanced investment analysis and portfolio expertise.
Collaborative advice across complete financial situations.
Share your tax planning goals, business concerns, or upcoming financial decisions. Endeavor Financial Group will help you understand the next steps and how strategic planning may support your long-term objectives.
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.