Estate Planning
Organize your affairs so assets pass efficiently to the people and causes you care about, while coordinating financial strategy with wills, trusts, beneficiaries, and other legal documents.
Protect your legacy with coordinated estate planning and forward-looking tax advisory guidance from Endeavor Financial Group. Our team helps pre-retirees, business owners, executives, and families organize wealth transfer goals, reduce avoidable tax burdens, and align financial strategies with wills, trusts, succession plans, and long-term priorities.
Integrated planning services designed to protect wealth, reduce tax exposure, and support smooth legacy transitions.
Organize your affairs so assets pass efficiently to the people and causes you care about, while coordinating financial strategy with wills, trusts, beneficiaries, and other legal documents.
Develop proactive tax strategies throughout the year by evaluating deductions, credits, business structures, investment decisions, and major financial events with your accountant and advisory team.
Create a clear exit strategy for business ownership, including valuation considerations, buy-sell agreement support, retirement income planning, and legacy transfer goals for future generations.
We begin by understanding your family priorities, business interests, charitable intentions, retirement objectives, and concerns about taxes or asset transfer. This discovery step helps define what a successful estate and tax strategy should accomplish.
Work with a team that brings structure, objectivity, and comprehensive planning to complex financial decisions.
We connect estate, tax, retirement, investment, and business planning into one coordinated strategy.
CFP® and CFA® credentials support informed guidance for complex wealth and planning decisions.
Every recommendation is tailored to your goals, family priorities, business needs, and risk tolerance.
Our team-based approach works with your CPA and attorney for aligned implementation.
Experienced advisors 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.
Tax advisory costs vary by complexity, service model, and whether planning is ongoing or project-based. Financial planning hourly rates commonly fall between $200 and $400, while comprehensive plans may have flat fees around $3,000. Ongoing advisory arrangements may use annual flat fees, subscription models, or asset-based pricing depending on the scope of work.
Talk with our team about your estate and tax goals.
Recognized comprehensive financial planning credential.
Advanced investment analysis and portfolio credential.
Collaborative planning built on trusted guidance.
Share your goals, concerns, and planning questions. Endeavor Financial Group will help you understand next steps for coordinated estate planning and tax advisory guidance.
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.