Claiming Strategy
Evaluate when to file for benefits by comparing early, full retirement age, and delayed claiming options against income goals, longevity assumptions, and your retirement timeline.
Plan your Social Security decisions with fiduciary guidance designed around your full retirement picture. Endeavor Financial Group helps Kansas City pre-retirees evaluate claiming age, income needs, tax considerations, and investment coordination so benefits support long-term confidence—not guesswork. Get clear, personalized direction before making one of retirement’s most important income choices.
Focused retirement income guidance that coordinates Social Security decisions with your broader financial plan.
Evaluate when to file for benefits by comparing early, full retirement age, and delayed claiming options against income goals, longevity assumptions, and your retirement timeline.
Coordinate Social Security with investment withdrawals, pensions, cash flow needs, and long-term retirement objectives to create a more reliable income strategy.
Review how Social Security benefits may interact with taxable income, retirement account distributions, and estate planning considerations before you make claiming decisions.
We begin with a consultative conversation about your retirement goals, expected lifestyle, family considerations, and current income sources. For Kansas City pre-retirees, this helps align Social Security choices with local cost-of-living realities and personal priorities.
Work with a planning team focused on clear guidance, education, and long-term financial confidence.
Guidance is designed around your goals, risk tolerance, retirement timeline, and complete financial picture.
CFP® and CFA® credentials support disciplined analysis for complex Social Security and retirement decisions.
Kansas City retirees receive advice connecting benefits, investments, taxes, estate goals, and income needs.
A five-step approach gives local pre-retirees a clear roadmap from discovery through ongoing monitoring.
Experienced professionals supporting your retirement planning decisions.
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. A financial advisor can help evaluate when to claim Social Security, how benefits fit with retirement income needs, and how claiming choices may affect taxes, investment withdrawals, and surviving spouse income. Endeavor Financial Group looks at Social Security within a comprehensive retirement plan, not as a standalone decision, so clients can make informed choices with clearer long-term context.
Talk with our advisory team about your retirement options.
Recognized standard for comprehensive financial planning.
Advanced investment analysis and portfolio expertise.
Client-first guidance for retirement decisions.
Share your retirement timeline and questions with Endeavor Financial Group. Our team will help you understand next steps and how Social Security fits into your broader plan.
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.