Financial Planning
Create a practical roadmap for major goals such as retirement, education funding, home ownership, business growth, and wealth preservation through a consultative, whole-life planning approach.
Build confidence around every financial decision with Endeavor Financial Group’s comprehensive fiduciary planning and investment guidance. For New York City professionals, executives, business owners, and pre-retirees navigating high living costs, complex compensation, and tax-sensitive decisions, our team helps connect your goals, assets, income, and legacy plans into a clear long-term strategy.
Comprehensive planning and investment guidance built around your goals, responsibilities, and long-term financial confidence.
Create a practical roadmap for major goals such as retirement, education funding, home ownership, business growth, and wealth preservation through a consultative, whole-life planning approach.
Develop and manage diversified portfolios designed to support long-term growth, reduce unnecessary risk, and keep assets aligned with your personal or business objectives.
Put idle capital to work through tailored investment strategies that balance cash flow needs, future opportunities, market exposure, and financial stability.
Coordinate financial strategies with legal and tax considerations so assets can transfer efficiently to the people, organizations, and causes you care about.
Plan how much to save, how to invest, and how to convert accumulated assets into a reliable income stream for a more secure retirement.
Connect company finances with personal goals through cash flow planning, succession strategy, tax coordination, employee benefits, risk protection, and long-term exit planning.
We begin by learning about your goals, responsibilities, assets, income, risk tolerance, and priorities. For New York City clients, this often includes concentrated compensation, business ownership, real estate decisions, and tax-sensitive planning needs.
A team-based advisory approach designed around clarity, trust, and long-term financial confidence.
Guidance supported by CFP® and CFA® credentials for complex planning and investment decisions.
We coordinate investments, retirement, tax, estate, and business planning into one cohesive strategy.
New York City clients receive consultative advice focused on long-term goals, not limited solutions.
Our five-step approach brings organization to busy professional, executive, and business-owner finances.
Experienced professionals supporting your complete financial picture.
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.
Fiduciary financial advisor costs vary by service model. Asset-based fees commonly range from 0.25% to 1% annually, with many advisors around 1% of assets under management. Hourly planning often ranges from $200 to $400, while comprehensive flat-fee plans may average around $3,000. Annual planning arrangements can range from about $2,500 to over $9,000 depending on complexity.
Talk with our advisory team about your goals and next steps.
Comprehensive financial planning credential.
Advanced investment analysis credential.
Collaborative advice across financial disciplines.
Share your goals, questions, and planning concerns. Endeavor Financial Group will help you understand the next step toward a more coordinated financial 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.