Estate Planning
Organize your affairs so assets can transfer smoothly to the people and causes you care about, while coordinating financial strategies with wills, trusts, and legal professionals.
Coordinate your wealth, tax strategy, retirement goals, and legacy planning with a team that sees the full picture. Endeavor Financial Group helps pre-retirees, executives, entrepreneurs, and business owners align investment decisions, estate priorities, and long-term financial plans with clarity, confidence, and thoughtful guidance.
Comprehensive planning that connects your investments, taxes, retirement, estate goals, and business priorities.
Organize your affairs so assets can transfer smoothly to the people and causes you care about, while coordinating financial strategies with wills, trusts, and legal professionals.
Develop forward-looking tax strategies aligned with your broader objectives, including deductions, credits, business structure considerations, and major financial decisions throughout the year.
Create a consultative, goal-based plan that connects your income, savings, investments, retirement priorities, education goals, and lifestyle objectives into one clear roadmap.
Build a sustainable retirement strategy that addresses savings, investment allocation, income distribution, succession needs, and the transition from accumulation to dependable cash flow.
Manage accumulated assets with a diversified investment approach designed to support growth, reduce unnecessary risk, and keep capital available for future needs.
Connect business success to personal wealth goals through tax planning, cash flow strategy, succession planning, retirement preparation, and legacy-focused financial decisions.
The process begins with a detailed conversation about your goals, family priorities, business interests, estate concerns, tax considerations, and current financial resources so the team can understand what matters most.
A holistic advisory team focused on clarity, coordination, and long-term confidence.
Your estate, tax, investment, retirement, and business goals are evaluated together.
Clients benefit from CFP® and CFA® professionals with specialized planning and investment insight.
Dedicated professionals collaborate to provide education, informed direction, and consistent support.
A five-step method turns complex decisions into a clear roadmap for financial freedom.
Experienced advisors guiding clients with trust and integrity.
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.
Financial planning focuses on your overall financial life, including income, savings, investments, retirement, tax strategy, cash flow, and long-term goals. Estate planning focuses on how assets are protected, transferred, and distributed after incapacity or death. Integrated planning connects both, so beneficiary designations, trusts, wills, tax decisions, and investment strategies work together.
Talk with our team about your goals and next steps.
Certified planning expertise for comprehensive client guidance.
Advanced investment analysis and portfolio expertise.
Collaborative support across complex financial decisions.
Share your goals, concerns, and financial priorities. Endeavor Financial Group will help you understand the next steps toward an integrated estate, tax, and financial planning 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.