Retirement Planning
Create a sustainable retirement strategy that evaluates savings, investments, withdrawal needs, and income sources so you can approach retirement with greater clarity and confidence.
Build a retirement paycheck strategy designed around your goals, investments, taxes, and legacy plans. Endeavor Financial Group helps Georgia pre-retirees, executives, and business owners turn accumulated assets into a clearer income plan, with guidance that considers market risk, healthcare costs, and Georgia’s retirement-friendly tax landscape.
Comprehensive planning services designed to help turn lifetime savings into reliable, tax-aware retirement income.
Create a sustainable retirement strategy that evaluates savings, investments, withdrawal needs, and income sources so you can approach retirement with greater clarity and confidence.
Build a comprehensive plan around your personal objectives, from retirement income and family goals to business interests, education funding, and long-term financial resilience.
Professionally manage accumulated assets through diversified strategies that balance risk, liquidity, growth potential, and the need for dependable income during retirement.
Develop an investment strategy tailored to your goals, time horizon, cash flow needs, and risk tolerance, with ongoing monitoring to support long-term results.
Coordinate financial strategies with legal documents to help simplify wealth transfer, minimize tax burdens, and protect the people and causes you care about.
Work proactively with your tax professional to evaluate tax implications, deductions, retirement withdrawals, and major financial decisions throughout the year.
We begin by learning about your income needs, lifestyle goals, family responsibilities, business interests, and concerns. For Georgia retirees, this may include discussing state tax treatment, healthcare expectations, and how you want your retirement years to look.
A comprehensive planning team focused on clarity, strategy, and long-term financial confidence.
Credentialed planning support helps Georgia clients evaluate retirement income, taxes, and long-term goals.
Investment analysis supports disciplined portfolio decisions built around risk, income, and growth.
We coordinate investments, cash flow, taxes, estate considerations, and business-owner priorities.
Our five-step approach gives Georgia pre-retirees a clear roadmap from discovery to monitoring.
Experienced advisors supporting personalized retirement income strategies.
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.
The amount needed depends on your lifestyle, housing costs, healthcare needs, retirement age, and income sources. Many planners begin by estimating annual spending, then compare it with Social Security, pensions, investment income, and withdrawals. Georgia’s tax treatment for retirees can also affect the calculation, especially for Social Security and qualifying retirement income exclusions.
Talk with our advisory team about your next steps.
Recognized standard for comprehensive financial planning.
Advanced investment analysis and portfolio expertise.
Collaborative guidance across your financial life.
Share your goals, concerns, and timeline. Endeavor Financial Group will help you understand the next steps toward a personalized 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.