Retirement Planning
Create a sustainable retirement strategy that estimates income needs, organizes savings, and helps turn accumulated assets into a reliable income stream throughout retirement.
Build a clearer path from savings to dependable retirement income with Endeavor Financial Group. Our consultative planning process helps Colorado pre-retirees, executives, and business owners align investments, taxes, estate goals, and withdrawal strategies—so mountain-state lifestyle plans, healthcare costs, and long-term legacy decisions fit into one coordinated financial roadmap.
Comprehensive planning services designed to help turn accumulated assets into coordinated, tax-aware retirement income.
Create a sustainable retirement strategy that estimates income needs, organizes savings, and helps turn accumulated assets into a reliable income stream throughout retirement.
Professionally manage lifetime assets with diversified investment strategies designed to support stability, reduce unnecessary risk, and keep capital available when retirement needs arise.
Build a comprehensive financial plan that connects retirement income, lifestyle goals, education needs, major purchases, and long-term financial confidence into one practical roadmap.
Coordinate financial strategies with legal professionals so wills, trusts, beneficiary plans, and legacy goals work together efficiently for loved ones and causes.
Develop forward-looking tax strategies with your accountant to help reduce tax burdens legally and align retirement withdrawals with broader financial objectives.
Evaluate investment vehicles suited to your financial situation, preferences, priorities, time horizon, and tolerance for risk within your retirement income plan.
We begin with a consultative conversation about your income needs, lifestyle expectations, family responsibilities, business interests, and long-term goals. For Colorado retirees, we also consider seasonal living costs, healthcare access, and desired flexibility.
A comprehensive, team-based planning firm focused on long-term confidence.
We address investments, taxes, estate goals, and income needs—not isolated financial products.
CFP® and CFA® credentials support disciplined planning and investment guidance for retirement decisions.
Strategies are tailored for Colorado pre-retirees, executives, and business owners with distinct goals.
Our five-step process gives Colorado clients a clear roadmap and ongoing plan monitoring.
Dedicated professionals supporting your retirement income 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.
Retirement income planning is the process of turning savings, investments, Social Security, pensions, business assets, and other resources into a coordinated income strategy. It considers withdrawal timing, taxes, risk, healthcare costs, estate goals, and market conditions so your money is organized to support your lifestyle throughout retirement.
Talk with our advisors about your income strategy.
Comprehensive financial planning credential for trusted advice.
Advanced investment analysis and portfolio management expertise.
Guidance centered on trust, integrity, and respect.
Share your goals, timeline, and questions. Endeavor Financial Group will help you understand the next steps toward a coordinated retirement income 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.