Financial Planning
Create a comprehensive financial plan that connects your goals, resources, risks, and timelines, giving every major decision context and helping you work toward retirement with greater clarity.
Build a coordinated plan for retirement income, investments, taxes, estate transfer, and business succession with Endeavor Financial Group. Our holistic approach helps pre-retirees, executives, entrepreneurs, and small business owners make informed decisions, protect what they have built, and move toward financial confidence with strategies tailored to their full financial picture.
Integrated planning solutions designed to align retirement income, investments, taxes, business goals, and legacy priorities.
Create a comprehensive financial plan that connects your goals, resources, risks, and timelines, giving every major decision context and helping you work toward retirement with greater clarity.
Design a sustainable retirement strategy, including savings targets, investment choices, income planning, and business succession considerations for owners preparing to transition from daily operations.
Coordinate your financial strategy with wills, trusts, beneficiary designations, and tax considerations so assets can transfer more efficiently to the people and causes you care about.
Professionally manage accumulated assets through diversified investment strategies focused on protecting wealth, supporting long-term growth, and keeping capital available when it is needed.
Work proactively with your tax professionals to identify planning opportunities, understand tax implications, and make strategic decisions before retirement, liquidity events, or major investments.
Identify threats to your retirement, business, and legacy, then develop protection strategies that may include cash reserves, insurance review, and contingency planning.
We begin with a consultative conversation about your goals, family priorities, business interests, retirement timeline, current assets, income needs, and legacy wishes. This creates a full understanding before recommendations are made.
Work with a team focused on your complete financial life, not just one account.
Comprehensive planning connects investments, retirement, taxes, estate goals, and business decisions.
CFP® and CFA® credentials support disciplined planning, portfolio analysis, and informed recommendations.
Every plan is built around your objectives, risk tolerance, life stage, and family priorities.
Dedicated professionals collaborate to provide education, direction, and ongoing support throughout your journey.
Experienced advisors supporting your financial confidence and peace of mind.
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.
Holistic retirement planning looks at your entire financial life rather than focusing only on investments. It connects retirement income, portfolio management, taxes, estate planning, insurance, business interests, cash flow, and legacy goals. The purpose is to create a coordinated roadmap so each financial decision supports your long-term objectives and helps reduce surprises.
Talk with our team about your retirement and estate goals.
Comprehensive financial planning credential and standards.
Advanced investment analysis and portfolio expertise.
Guidance focused on long-term client outcomes.
Share your retirement, estate, investment, or succession planning questions, and Endeavor Financial Group will help you understand the next practical step.
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.