Retirement Planning
Create a sustainable strategy for saving, investing, and converting assets into a reliable income stream, with guidance for pre-retirees and business owners preparing for a confident transition.
Build a retirement paycheck designed for Maine’s real-world costs, seasonal lifestyle, and long-term goals. Endeavor Financial Group helps pre-retirees, executives, and business owners coordinate investments, withdrawal strategies, taxes, estate considerations, and risk management into one clear income plan so you can make confident decisions before and throughout retirement.
Comprehensive planning solutions designed to turn savings, investments, and business value into dependable retirement income.
Create a sustainable strategy for saving, investing, and converting assets into a reliable income stream, with guidance for pre-retirees and business owners preparing for a confident transition.
Develop a comprehensive financial plan that connects retirement income goals with cash flow, investments, family priorities, education funding, home ownership, and long-term financial resilience.
Manage accumulated assets with a diversified investment approach designed to balance growth, risk, liquidity, and income needs before and during retirement.
Put your money to work through a coordinated investment strategy focused on maintaining stability, supporting future income, and aligning portfolio decisions with your broader financial plan.
Coordinate financial strategies with legal professionals to help pass assets efficiently, reduce unnecessary tax burdens, and protect the people and causes you care about.
Work proactively with your tax professionals to evaluate retirement withdrawals, major financial decisions, deductions, credits, and tax implications throughout the year.
We begin by learning about your lifestyle goals, income needs, family responsibilities, assets, debts, and concerns. For Maine households, that may include seasonal housing costs, healthcare access, charitable giving, or plans to remain close to the coast, lakes, or local communities.
Work with a team focused on comprehensive, personalized retirement income guidance.
More than asset management, your plan connects investments, taxes, estate needs, and income decisions.
CFP® and CFA® credentials support informed, disciplined advice for complex retirement decisions.
Your Maine retirement income plan reflects your goals, lifestyle, family priorities, and risk tolerance.
Plans are reviewed as markets, tax rules, Maine living costs, and personal needs change.
Experienced advisors focused on clear, personal financial direction.
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.
Maine’s new retirement program, commonly known as MERIT, generally requires many private-sector employers that do not offer a qualified retirement plan to facilitate payroll deductions into a state-facilitated Roth IRA program. Requirements and deadlines can vary by employer size. Business owners should review the rules with their retirement plan advisor, accountant, or legal professional to understand compliance obligations.
Talk with our advisors about your income planning goals.
Recognized standard for comprehensive financial planning.
Advanced credential for investment analysis expertise.
Collaborative planning support for every client.
Share your goals, questions, and timeline. 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.