Estate Planning
Coordinate financial strategies with wills, trusts, beneficiaries, and legacy goals to help assets transfer efficiently while reducing unnecessary tax burdens and administrative stress for loved ones.
Plan for retirement, legacy transfer, and long-term financial confidence with Endeavor Financial Group. Our advisors help Denver, CO pre-retirees, executives, and business owners coordinate investment strategy, estate and tax planning, and retirement income decisions—especially when Front Range property, business equity, and family goals all need to work together.
Comprehensive planning support for retirement income, estate coordination, tax strategy, and long-term wealth management.
Coordinate financial strategies with wills, trusts, beneficiaries, and legacy goals to help assets transfer efficiently while reducing unnecessary tax burdens and administrative stress for loved ones.
Build a sustainable retirement roadmap that addresses savings targets, investment allocation, income distribution, business exits, and succession planning for owners approaching their next chapter.
Create a personalized plan that connects retirement, family priorities, education funding, home ownership, business interests, and long-term wealth decisions into one practical strategy.
Manage accumulated assets through diversified portfolios designed to support stability, cash flow, and long-term growth while aligning investments with risk tolerance and goals.
Work alongside tax professionals to identify forward-looking strategies for retirement withdrawals, business decisions, major purchases, and estate transfer considerations throughout the year.
Evaluate investment vehicles suited to short- and long-term objectives, personal preferences, financial circumstances, and individual tolerance for market risk.
We begin with a consultative conversation about your retirement timeline, family responsibilities, business interests, estate goals, and concerns. For Denver clients, this may include Front Range lifestyle costs, property considerations, and future relocation plans.
Work with a team focused on clarity, coordination, and long-term financial confidence.
CFP® and CFA® credentials support informed guidance across retirement, investments, estate, and tax planning.
Your Denver retirement plan considers investments, legacy goals, business interests, and family priorities together.
Advisors provide education and direction so every recommendation connects to your personal objectives.
A five-step process gives Denver clients a clear roadmap and ongoing plan monitoring.
Experienced advisors focused on personalized wealth planning.
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.
Yes. Estate planning is a key part of retirement planning because it helps determine how assets are managed, protected, and transferred during life and after death. Retirement income strategies, beneficiary designations, trusts, tax planning, and legacy goals should work together so your plan supports your lifestyle while reducing confusion for loved ones.
Talk with our advisors about your retirement and legacy goals.
Recognized standard for comprehensive financial planning.
Advanced investment analysis and portfolio expertise.
Five-step framework for disciplined client guidance.
Share your goals, questions, and planning priorities. Endeavor Financial Group will help you understand the next steps for coordinating retirement, estate, tax, and investment decisions.
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.