Retirement Planning
Create a sustainable retirement strategy that addresses how much to save, how to invest, and how to convert assets into dependable income over time.
Build a retirement strategy designed around the complexity of substantial wealth, from investment management and tax-aware income planning to estate coordination and succession goals. Endeavor Financial Group helps pre-retirees, executives, entrepreneurs, and business owners clarify priorities, protect assets, and create a clear roadmap for long-term financial confidence.
Comprehensive wealth planning services designed to align retirement income, investments, taxes, legacy, and business transitions.
Create a sustainable retirement strategy that addresses how much to save, how to invest, and how to convert assets into dependable income over time.
Build and manage a diversified portfolio designed to protect accumulated wealth, support long-term returns, and keep assets available when needed.
Coordinate financial strategies with legal professionals so wills, trusts, beneficiary plans, and legacy goals work together efficiently and intentionally.
Develop forward-looking strategies with your accountant to help manage tax exposure around investments, retirement income, business decisions, and legacy transfers.
Organize your full financial life into a comprehensive plan that connects investment decisions with retirement, family, lifestyle, and long-term objectives.
Project future income needs, expenses, liquidity, and portfolio withdrawals to help preserve flexibility and reduce costly financial surprises in retirement.
We begin by learning your goals, assets, liabilities, business interests, retirement expectations, family priorities, and concerns. This conversation helps define what financial freedom means to you before any strategy is recommended.
A holistic team approach for wealth planning built around your life, goals, and future.
We address investments, retirement income, taxes, estate goals, and business transitions together.
Clients benefit from CFP® and CFA® knowledge applied to complex wealth decisions.
Dedicated professionals collaborate to provide education, informed direction, and consistent support.
Every recommendation is shaped around your objectives, risk tolerance, and long-term vision.
Experienced advisors supporting complex financial decisions with care.
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.
Substantial wealth often requires more than estimating expenses and selecting investments. Planning may involve concentrated assets, business ownership, tax exposure, estate transfer goals, charitable intent, and multi-generational considerations. Endeavor Financial Group takes a comprehensive view, coordinating retirement income, portfolio strategy, tax-aware decisions, and legacy planning so your assets support both lifestyle and long-term objectives.
Speak with our team about your wealth planning goals.
Recognized standard for comprehensive financial planning guidance.
Advanced investment analysis and portfolio management expertise.
Structured approach from discovery through ongoing monitoring.
Tell us about your retirement goals, wealth concerns, and planning priorities. Our team will help you understand the next steps toward a coordinated, personalized 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.