Financial Planning
Build a personalized plan around retirement, education funding, home ownership, cash flow, and long-term goals, with guidance that connects your financial choices to what matters most.
Endeavor Financial Group provides Indiana clients with strategic wealth planning, investment management, and personalized guidance built around their full financial picture. From Indianapolis professionals preparing for retirement to business owners planning growth, succession, or employee benefits, our team helps turn complex decisions into a clear roadmap for long-term financial confidence.
Comprehensive planning and investment guidance for individuals, families, executives, and business owners across Indiana.
Build a personalized plan around retirement, education funding, home ownership, cash flow, and long-term goals, with guidance that connects your financial choices to what matters most.
Create and manage a diversified investment strategy designed to support growth, protect capital, optimize cash flow, and keep assets aligned with your changing objectives.
Plan how much to save, how to invest, and how to turn assets into reliable income, including succession strategies for business owners approaching an eventual exit.
Coordinate financial strategies with legal and tax professionals so assets transfer efficiently, tax burdens are considered, and your legacy supports the people and causes you value.
Address business cash flow, tax strategy, risk protection, succession, employee benefits, and personal wealth goals through an integrated plan for your company and family.
Support employees with financial wellness programs, one-on-one coaching, workshops, and personalized education that helps them better understand spending, saving, borrowing, and future planning.
We begin with a consultative conversation about your goals, concerns, family needs, business interests, and current financial picture. For Indiana clients, this often includes retirement timing, business ownership considerations, and local cost-of-living realities.
Work with a planning-focused advisory team committed to clarity, collaboration, and long-term results.
CFP® and CFA® credentials support disciplined planning, analysis, and investment recommendations.
Based in Indianapolis, our team understands Indiana professionals, entrepreneurs, and pre-retirees.
We address investments, retirement, tax strategy, estate priorities, business planning, and risk.
Our five-step process gives Indiana clients a clear roadmap and ongoing monitoring.
Dedicated advisors supporting clients with personalized financial guidance.
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 registered investment advisor provides investment management and financial planning guidance tailored to a client’s goals, risk tolerance, time horizon, and full financial situation. Services may include portfolio strategy, retirement planning, cash flow planning, tax-aware coordination, estate planning support, and business owner planning. Endeavor Financial Group focuses on comprehensive planning rather than limited, product-only recommendations.
Talk with our Indiana advisory team for personalized guidance.
Recognized standard for comprehensive financial planning.
Advanced credential in investment analysis.
Five-step process for ongoing guidance.
Reach out to Endeavor Financial Group to discuss your goals, questions, and planning needs. Our team will help you understand the next steps and how our advisory process can support your long-term financial confidence.
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.