Financial Planning
Build a personalized plan around major goals like retirement, education funding, home ownership, cash flow, and long-term financial resilience, with guidance that connects your money decisions to your priorities.
Endeavor Financial Group helps San Diego clients make clearer decisions about wealth, retirement, investments, and business planning through fiduciary-minded financial guidance. From California tax considerations to planning around coastal real estate values and long-term retirement goals, our advisors build personalized strategies designed to support financial confidence, informed choices, and a roadmap for the future.
Comprehensive planning, investment, retirement, tax, and business guidance tailored to your financial goals.
Build a personalized plan around major goals like retirement, education funding, home ownership, cash flow, and long-term financial resilience, with guidance that connects your money decisions to your priorities.
Put your capital to work through a diversified investment strategy designed to manage risk, support long-term growth, and keep funds available for future opportunities or life transitions.
Coordinate financial, tax, and estate strategies to help transfer assets smoothly, reduce unnecessary tax burdens, and protect the people and causes that matter most to you.
Create a sustainable retirement income strategy, evaluate savings needs, manage investment choices, and prepare for the transition from accumulation to dependable long-term income.
Connect business success to personal financial goals through cash flow strategy, succession planning, retirement plans, risk management, and coordinated planning for future growth or exit.
Help employees improve financial confidence through education, coaching, workshops, and benefits guidance focused on spending, saving, borrowing, and planning for the future.
We begin by learning about your goals, concerns, current assets, income needs, family priorities, and business interests. For San Diego clients, this can include California tax exposure, real estate considerations, and retirement lifestyle expectations.
A comprehensive team approach for planning, investing, and long-term financial confidence.
Unbiased guidance designed around long-term results, not limited asset management solutions.
CFP® and CFA® credentials support disciplined planning for San Diego professionals and families.
Strategies address investments, retirement, taxes, estate needs, and business goals together.
A structured process helps California clients make confident decisions through changing life stages.
Experienced advisors supporting your long-term financial confidence.
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.
A fiduciary financial advisor is expected to put the client’s interests first when providing financial guidance. That may include reviewing your goals, investments, retirement timeline, tax exposure, estate priorities, and business interests. Endeavor Financial Group uses a consultative planning approach designed to help clients make informed decisions with a clear roadmap toward financial confidence.
Talk with our team about your goals and next steps.
Comprehensive financial planning credential and standard.
Advanced investment analysis and portfolio credential.
Five-step planning from discovery through monitoring.
Share your goals, questions, and planning priorities. Endeavor Financial Group will help you understand the next steps 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.