Strategic Tax Planning
Forward-thinking tax strategy developed with your accountant to align business objectives, eligible deductions, credits, entity considerations, major purchases, and investment decisions throughout the year.
Build a clearer path from today’s business decisions to tomorrow’s successful exit. Endeavor Financial Group helps business owners align tax strategy, succession planning, retirement income, risk protection, and legacy goals into one coordinated plan, so you can reduce costly surprises and move forward with confidence at every stage of ownership.
Integrated planning services designed to connect your business decisions with your personal financial future.
Forward-thinking tax strategy developed with your accountant to align business objectives, eligible deductions, credits, entity considerations, major purchases, and investment decisions throughout the year.
Exit-focused planning that helps structure buy-sell agreements, evaluate ownership transitions, and connect your eventual departure with retirement income, family goals, and business continuity.
Coordinated planning designed to help assets pass smoothly to the people and causes you care about while reducing tax burdens and simplifying decisions for loved ones.
Comprehensive planning for business owners that addresses personal goals, business growth, debt decisions, asset acquisition, retirement readiness, and long-term wealth transfer.
Planning that turns cash flow patterns into strategic insights, helping you maintain liquidity, anticipate expenses, evaluate hiring decisions, and prepare for seasonal business changes.
Risk management guidance that helps protect operations from market downturns, key employee loss, disability risks, and unexpected financial storms through proactive planning.
We begin by learning about your company, personal financial priorities, family considerations, tax concerns, retirement expectations, and desired exit timeline so every recommendation starts with your specific situation.
We bring comprehensive planning, credentialed guidance, and a team-based approach to complex owner decisions.
Comprehensive advice connects business taxes, retirement income, succession, and legacy in one coordinated plan.
CFP® and CFA® credentials support disciplined planning, investment insight, and informed decision-making for owners.
Each client benefits from collaborative advisors who review details from multiple professional perspectives.
The five-step process creates a clear roadmap from discovery through ongoing monitoring.
Meet the advisors helping owners plan with 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.
Business owner tax and exit planning connects your current business decisions with your eventual transition from ownership. It typically addresses tax strategy, succession planning, retirement income, estate coordination, risk protection, and investment management. The goal is to help you reduce avoidable surprises, protect business value, and create a clearer path toward financial independence.
Talk with our team about your business transition goals.
Certified planning expertise for comprehensive financial decisions.
Advanced investment analysis and portfolio management credential.
Holistic guidance across business and personal goals.
Share your goals, timeline, and planning questions. Endeavor Financial Group will help you understand the next steps toward a coordinated tax and exit 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.