Financial Planning
Create a consultative financial roadmap aligned with major goals, from retirement income and education funding to homeownership, business decisions, and long-term financial resilience.
Build a clearer path toward retirement with comprehensive wealth planning, investment management, tax-aware strategies, and guidance tailored to your goals. Endeavor Financial Group helps pre-retirees, business owners, executives, and families make confident financial decisions with a structured process, professional education, and long-term planning designed around your complete financial picture.
Comprehensive strategies for retirement, investments, taxes, estate planning, and business owner financial decisions.
Create a consultative financial roadmap aligned with major goals, from retirement income and education funding to homeownership, business decisions, and long-term financial resilience.
Develop a sustainable retirement strategy that clarifies how much to save, how to invest, and how to turn accumulated assets into dependable income.
Put assets to work through diversified investment strategies designed to support growth, manage risk, and maintain liquidity for future needs and opportunities.
Coordinate financial strategies with estate documents to help transfer assets efficiently, minimize tax burdens, and protect the legacy you want to leave.
Work proactively with your tax professionals to identify planning opportunities, understand tax implications, and make informed decisions throughout the year.
Identify risks, plan for succession, evaluate protection strategies, and build financial safeguards that support business continuity and owner confidence.
Your planning relationship begins with a thorough discovery conversation covering your goals, assets, concerns, time horizon, family needs, business interests, and retirement expectations, so recommendations are grounded in your real priorities.
A comprehensive planning team focused on clarity, confidence, and long-term financial direction.
Your complete financial life is considered, not just isolated investments or account balances.
CFP® and CFA® credentials support disciplined planning, investment analysis, and informed recommendations.
A clear five-step process guides discovery, analysis, implementation, monitoring, and ongoing adjustments.
Strategies are tailored for pre-retirees, executives, entrepreneurs, and business owners with unique goals.
Experienced professionals guiding 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.
Fiduciary financial advisor fees vary by service model and complexity. Assets under management fees commonly range from 0.25% to 1% annually, with many advisors charging around 1%. Comprehensive financial plans may use flat fees, with median costs near $3,000, while hourly planning often ranges from $200 to $400.
Talk with the Endeavor team about your financial goals.
Comprehensive financial planning credential and standards.
Advanced investment analysis and portfolio expertise.
Collaborative guidance built on trust and integrity.
Share your goals, questions, and financial priorities. The Endeavor Financial Group team will help you understand the next step toward a coordinated wealth and retirement 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.