Estate Planning
Organize your financial affairs so assets can transfer more smoothly to the people and causes you care about, with strategies coordinated alongside attorneys, wills, trusts, beneficiaries, and broader wealth plans.
Navigate legacy decisions with estate tax planning designed to align your wealth, family goals, and long-term tax strategy. Endeavor Financial Group helps Washington DC clients organize assets, coordinate with legal professionals, and prepare for efficient wealth transfer in a region where federal tax considerations, multistate families, and business interests often intersect.
Coordinated planning to help preserve wealth, reduce tax friction, and support confident legacy decisions.
Organize your financial affairs so assets can transfer more smoothly to the people and causes you care about, with strategies coordinated alongside attorneys, wills, trusts, beneficiaries, and broader wealth plans.
Develop forward-looking tax planning with your accountant to evaluate gifting, asset location, income timing, charitable goals, and major financial decisions that may affect your overall estate plan.
Connect business value, retirement goals, buy-sell agreements, and family legacy priorities into a practical transition strategy for owners preparing for eventual exit or next-generation continuity.
We begin by understanding your family structure, assets, business interests, charitable goals, and concerns. For Washington DC households, this may include federal employment benefits, multistate property, or complex compensation arrangements.
Work with a team focused on clarity, coordination, and long-term financial confidence.
We connect estate, tax, investment, retirement, and business planning into one coordinated strategy.
CFP® and CFA® credentials support disciplined guidance for complex Washington DC wealth planning needs.
Our team approach helps coordinate attorneys, accountants, and advisors around your legacy goals.
Strategies are tailored for executives, entrepreneurs, pre-retirees, and DC families with unique priorities.
Experienced professionals guiding coordinated financial 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.
Estate tax planning is the process of organizing assets, beneficiary designations, ownership structures, liquidity, and tax strategies so wealth can transfer more efficiently. It often involves coordination between financial advisors, attorneys, and tax professionals to align investments, retirement accounts, trusts, wills, charitable intentions, and family goals into one practical legacy plan.
Talk with our advisory team about your legacy goals.
Certified Financial Planner professional guidance.
Advanced investment analysis credential.
Structured planning from discovery through monitoring.
Share your goals, concerns, and current planning status. Endeavor Financial Group will help you understand next steps and coordinate a strategy that supports your family, business, and long-term wealth transfer priorities.
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.