Financial Planning
A consultative planning approach that connects your investments, income, family priorities, and long-term goals into a clear framework for confident decision-making.
Build a clearer financial future with New England-focused private wealth advice from Endeavor Financial Group. Our team helps pre-retirees, executives, entrepreneurs, and business owners align investments, retirement income, estate strategies, and tax-aware planning with real-life goals. From coastal property considerations to multi-state family priorities, we provide a consultative roadmap designed for confidence and long-term direction.
Comprehensive planning and wealth advisory support for investments, retirement, taxes, estates, businesses, and employee financial education.
A consultative planning approach that connects your investments, income, family priorities, and long-term goals into a clear framework for confident decision-making.
Personalized portfolio strategy designed to put capital to work, diversify risk, support long-term returns, and maintain financial stability over time.
Professional oversight of accumulated wealth, helping ensure assets remain available when needed while supporting growth, liquidity, and disciplined risk management.
Coordinated estate and tax planning support that helps organize assets, reduce avoidable burdens, and align wealth transfer with family and charitable goals.
Retirement and succession guidance for building savings, creating future income, valuing a business, and preparing a secure transition plan.
Comprehensive planning for entrepreneurs and business owners, including cash flow, tax strategy, succession, employee benefits, and personal wealth coordination.
We begin with a thoughtful discovery conversation about your family, business, career, retirement timeline, risk tolerance, and financial concerns. For New England clients, this may include seasonal income, property considerations, or multi-state family priorities.
Endeavor Financial Group delivers comprehensive guidance built around your full financial life.
We connect investments, retirement, taxes, estates, and business priorities into one coordinated strategy.
CFP® and CFA® credentials support informed planning for New England wealth and investment decisions.
Dedicated professionals collaborate to provide education, support, and consistent direction throughout your journey.
Our five-step process gives New England clients a clear roadmap and ongoing accountability.
Dedicated professionals supporting every stage of your financial journey.
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 private wealth advisor helps coordinate the major parts of your financial life, including investments, retirement income, estate considerations, tax-aware strategies, cash flow, and legacy goals. At Endeavor Financial Group, the focus is comprehensive planning rather than isolated product recommendations, giving clients a clearer roadmap for long-term financial decisions.
Talk with our team about your goals, concerns, and next steps.
Recognized standard for comprehensive personal financial planning.
Advanced credential for investment analysis and portfolio management.
Structured approach from discovery through ongoing monitoring.
Share your goals, questions, and planning priorities. Endeavor Financial Group will help you understand the next step toward a more coordinated wealth 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.