Estate Planning
Organize your affairs so assets pass efficiently to the people and causes you care about, with coordinated guidance around wills, trusts, beneficiaries, and financial strategy.
Endeavor Financial Group helps Houston families align wills, trusts, beneficiaries, investments, and tax strategies with the people and causes they care about most. From growing neighborhoods inside the Loop to multigenerational homes across the metro area, our advisors bring structured financial planning, education, and coordination with legal professionals to simplify decisions and protect your legacy.
Comprehensive planning solutions that connect family goals, assets, taxes, beneficiaries, and legacy decisions into one coordinated strategy.
Organize your affairs so assets pass efficiently to the people and causes you care about, with coordinated guidance around wills, trusts, beneficiaries, and financial strategy.
Develop forward-looking tax strategies designed to minimize burdens legally, coordinate with your accountant, and align major financial decisions with your family’s long-term estate goals.
Protect and grow assets accumulated over a lifetime through diversified investment strategies, disciplined portfolio oversight, and planning that supports future family needs.
Create a comprehensive plan that connects retirement, education funding, homeownership, investments, and legacy goals within a clear framework for confident decision-making.
Help business owners and families prepare for leadership transitions, buy-sell agreements, business valuation needs, and retirement income tied to company success.
Identify financial risks that could disrupt your family or business, including unexpected losses, market downturns, liquidity gaps, and coverage needs.
We begin by learning what matters most to your household, from protecting children and aging parents to preserving property, business interests, and charitable intentions across Houston’s diverse family and professional communities.
Families deserve thoughtful planning that connects every financial decision to their long-term legacy.
CFP® and CFA® credentials support disciplined planning, investment insight, and professional recommendations.
We connect Houston family assets, taxes, retirement goals, and legacy priorities into one strategy.
A five-step approach creates clarity from discovery through implementation and ongoing monitoring.
Our team coordinates with legal and tax professionals for Houston households with complex needs.
Experienced advisors supporting families with comprehensive financial planning.
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.
Estate planning with Endeavor Financial Group focuses on organizing the financial side of your legacy. That may include beneficiary reviews, retirement accounts, investment assets, insurance, tax considerations, charitable goals, and coordination with legal professionals for wills or trusts. The goal is to help your assets transfer smoothly while supporting your family’s long-term financial security.
Talk with our advisors about your family’s goals.
Certified planning expertise for complex financial decisions.
Advanced investment analysis and portfolio expertise.
Guidance grounded in trust, integrity, and respect.
Share your goals, concerns, and current planning status. Endeavor Financial Group will help you understand the next steps for a coordinated estate planning strategy.
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.