Financial Planning
Create a personalized roadmap that connects your income, assets, goals, obligations, and future priorities into one coordinated strategy for more confident decision-making.
Build a clearer path toward financial confidence with Endeavor Financial Group’s integrated approach to wealth management, tax planning, estate strategy, investments, retirement, and succession planning. Our team helps pre-retirees, executives, entrepreneurs, and business owners align every financial decision with long-term goals, preserving wealth while preparing for future opportunities, transitions, and legacy priorities.
Comprehensive planning solutions designed to connect investments, taxes, retirement, estate goals, and business priorities.
Create a personalized roadmap that connects your income, assets, goals, obligations, and future priorities into one coordinated strategy for more confident decision-making.
Develop and manage a diversified investment strategy designed to support growth, reduce unnecessary risk, and keep capital aligned with your broader financial plan.
Coordinate forward-looking tax strategies with your broader financial decisions, helping you evaluate deductions, credits, business structures, investments, and major transactions throughout the year.
Organize your financial affairs so assets can transfer smoothly to the people and causes you value, while helping reduce tax burdens and simplify decisions for loved ones.
Build a sustainable retirement income strategy by determining how much to save, how to invest, and how to turn accumulated assets into reliable future income.
Help business owners prepare for eventual transition through valuation guidance, buy-sell coordination, retirement account strategy, and planning that protects both legacy and lifestyle.
We begin by learning about your goals, values, family priorities, business interests, income needs, existing assets, tax concerns, and estate objectives so every recommendation starts with the full context of your life.
Choose a planning team focused on clarity, coordination, and long-term financial confidence.
We connect investments, taxes, estate goals, retirement income, and business priorities in one strategy.
CFP® and CFA® credentials support disciplined planning, investment analysis, and informed financial recommendations.
Dedicated professionals collaborate to provide support, education, and direction throughout your financial journey.
Every plan is tailored to your situation, goals, life stage, and evolving financial priorities.
Experienced advisors delivering collaborative, client-focused 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.
Integrated wealth management means your investments, retirement income, tax strategy, estate goals, business interests, and cash flow are planned together instead of separately. Endeavor Financial Group looks at your full financial picture so each recommendation supports the others, helping reduce conflicting decisions and giving you a clearer roadmap toward long-term financial confidence.
Talk with our team about your goals and next steps.
Recognized standard for comprehensive financial planning.
Advanced credential for investment analysis expertise.
Comprehensive guidance across complete financial situations.
Share your goals, questions, and priorities with Endeavor Financial Group. Our team will help you understand the next step toward a coordinated wealth, tax, estate, and retirement 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.