Financial Planning
Develop a comprehensive roadmap that connects investments, income, retirement goals, major purchases, family priorities, and long-term wealth decisions into one coordinated financial strategy.
Endeavor Financial Group helps Los Angeles executives, entrepreneurs, pre-retirees, and business owners make confident decisions about complex wealth. From concentrated stock positions and real estate exposure to retirement income, tax strategy, and legacy planning, our CFP® and CFA® credentialed guidance brings structure, clarity, and long-term direction to high-net-worth financial lives.
Comprehensive wealth strategies designed for complex assets, business interests, retirement goals, and long-term legacy planning.
Develop a comprehensive roadmap that connects investments, income, retirement goals, major purchases, family priorities, and long-term wealth decisions into one coordinated financial strategy.
Receive professional portfolio guidance designed to balance growth, stability, diversification, liquidity, and risk based on your financial picture and long-term objectives.
Coordinate wealth transfer, tax efficiency, trusts, beneficiary planning, and legacy goals with your legal and tax professionals for a smoother transition of assets.
Create a sustainable retirement income strategy that considers savings, investments, business income, succession goals, and the lifestyle you want to preserve.
Work proactively with your accountant to understand tax implications, plan major financial moves, and identify opportunities that support your broader wealth strategy.
Identify financial vulnerabilities, business continuity concerns, insurance needs, and cash reserve strategies to help protect your assets from unexpected disruption.
We begin with a detailed conversation about your assets, income sources, family priorities, business interests, risk tolerance, and long-term goals, including Los Angeles-specific considerations like concentrated real estate exposure or variable executive compensation.
High-net-worth planning requires more than investments; it requires coordinated, strategic guidance.
CFP® and CFA® credentials support disciplined planning and investment guidance for complex wealth decisions.
We connect investments, taxes, retirement, estate goals, and business interests into one plan.
Our approach fits Los Angeles executives, entrepreneurs, and owners managing equity, liquidity, and growth.
Ongoing monitoring helps your plan adapt to market shifts and California wealth complexities.
Experienced advisors delivering collaborative, personalized financial direction.
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 high net worth financial advisor helps coordinate the many moving parts of significant wealth, including investments, retirement income, tax strategy, estate planning, cash flow, business interests, and risk management. The goal is to create a structured financial plan that reflects your lifestyle, family priorities, liquidity needs, and long-term legacy objectives.
Speak with our team about your goals and financial priorities.
Certified Financial Planner credential for comprehensive planning.
Advanced credential supporting investment analysis expertise.
Holistic strategies across complete financial situations.
Share your goals, questions, and planning priorities. Endeavor Financial Group will help you understand the next steps toward a coordinated financial plan.
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.