Income Strategy
Create a sustainable retirement income plan that determines how much to withdraw, where income should come from, and how assets can support lifestyle needs over time.
Build a retirement paycheck strategy designed around your life, goals, and long-term security. Endeavor Financial Group helps Minnesota pre-retirees and retirees coordinate investments, taxes, cash flow, and legacy priorities so income feels more predictable through market shifts, healthcare costs, and the seasonal realities of Upper Midwest living.
Comprehensive planning solutions that help turn accumulated assets into coordinated, tax-aware retirement income strategies.
Create a sustainable retirement income plan that determines how much to withdraw, where income should come from, and how assets can support lifestyle needs over time.
Coordinate retirement goals, spending needs, savings, investments, and family priorities into one clear roadmap designed around your complete financial picture.
Professionally manage accumulated assets with diversified investment strategies intended to balance stability, growth potential, liquidity, and long-term retirement income needs.
Work with your tax professionals to evaluate retirement account withdrawals, investment decisions, and major financial moves with tax efficiency in mind.
Organize legacy goals, beneficiary planning, and coordination with legal professionals so assets can transfer more smoothly to loved ones and causes.
Evaluate individual securities and investment vehicles based on your risk tolerance, income needs, time horizon, and broader retirement objectives.
We begin with a discovery conversation about your goals, lifestyle expectations, income sources, family priorities, and concerns. For Minnesota retirees, this may include seasonal expenses, healthcare planning, and desired flexibility for travel or family support.
A comprehensive planning partner focused on clarity, confidence, and long-term results.
CFP® and CFA® credentials support disciplined retirement income, investment, and planning recommendations.
We coordinate taxes, investments, estate goals, and Minnesota retirement cash flow priorities together.
Dedicated professionals collaborate to provide support, education, and informed direction at each stage.
Every strategy reflects your goals, risk tolerance, lifestyle needs, and Upper Midwest retirement realities.
Experienced advisors focused on personalized financial confidence.
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 addresses when to draw from accounts, how to manage investment risk, how taxes may affect withdrawals, and how to keep income aligned with lifestyle needs throughout retirement.
Talk with our advisory team about your next step.
Recognized standard for comprehensive financial planning.
Advanced investment analysis and portfolio expertise.
Structured discovery, analysis, implementation, and monitoring.
Share your goals, timeline, and questions. Endeavor Financial Group will help you understand the next step 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.