Retirement Planning
Create a sustainable retirement strategy that connects savings, investments, income needs, and legacy goals, with added support for business owners considering succession or exit planning.
Build a clearer path toward retirement, legacy planning, and long-term financial confidence with Endeavor Financial Group. For Newark, NJ professionals, business owners, and pre-retirees navigating complex income, tax, and estate decisions, our team provides personalized guidance designed around your goals, your family, and the future you want to protect.
Comprehensive planning support for retirement income, estate strategy, investments, tax planning, and long-term wealth decisions.
Create a sustainable retirement strategy that connects savings, investments, income needs, and legacy goals, with added support for business owners considering succession or exit planning.
Organize your financial affairs so assets can transfer efficiently to the people and causes you care about, while coordinating with legal professionals on wills, trusts, and beneficiary strategies.
Develop a personalized roadmap that brings together retirement, education funding, home ownership, risk management, and major life goals into one practical financial strategy.
Manage accumulated assets with a diversified investment approach designed to help preserve financial stability, support long-term growth, and make capital available when needed.
Put your money to work through tailored portfolio strategies that balance risk, liquidity, and return objectives across different asset classes and changing market conditions.
Coordinate forward-looking tax planning with your accountant to evaluate deductions, credits, business structure decisions, and major financial moves before tax season arrives.
We begin with a conversation about your retirement timeline, family responsibilities, business interests, estate wishes, and financial concerns. For Newark clients, that may include New Jersey tax considerations, real estate assets, or commuter-career transitions.
We combine professional credentials, holistic planning, and a consultative process built around your goals.
CFP® and CFA® credentials support informed retirement, investment, and planning guidance.
We address your full financial picture, not just isolated accounts or investments.
Strategies can reflect New Jersey tax realities and Newark-area professional life transitions.
Our five-step approach gives Newark clients a clear roadmap and ongoing accountability.
Dedicated professionals guiding your financial planning 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.
Yes. A financial advisor can help align your estate goals with your broader financial strategy by reviewing beneficiary designations, account ownership, tax exposure, charitable intentions, and liquidity needs. Advisors do not replace estate attorneys, but they often coordinate with legal professionals so wills, trusts, retirement accounts, and investment strategies work together efficiently.
Talk with our team about your retirement and estate goals.
Recognized comprehensive financial planning credential.
Advanced investment analysis and portfolio credential.
Collaborative guidance across planning and investments.
Share your goals, questions, and current planning concerns. Endeavor Financial Group will help you understand the next steps for retirement, estate strategy, investments, and long-term financial clarity.
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.