Retirement Planning
Create a sustainable retirement strategy that determines how much to save, how to invest, and how to turn accumulated assets into a dependable income stream.
Build a more confident retirement with income planning designed around your lifestyle, assets, taxes, and long-term goals. Endeavor Financial Group helps North Carolina pre-retirees, executives, and business owners turn savings into a reliable strategy, balancing market uncertainty, healthcare costs, and the retirement priorities that matter across the Carolinas.
Comprehensive planning, investment, tax, and legacy strategies designed to support dependable retirement income.
Create a sustainable retirement strategy that determines how much to save, how to invest, and how to turn accumulated assets into a dependable income stream.
Develop a comprehensive plan that connects retirement income, cash needs, investments, family goals, and major life decisions into one practical roadmap.
Professionally manage assets accumulated over a lifetime with diversified strategies intended to help protect wealth, support income, and reduce unnecessary risk.
Coordinate financial strategies with legal professionals so assets can pass smoothly to loved ones, charities, or future generations with greater clarity.
Work with tax professionals to evaluate retirement withdrawals, investment decisions, deductions, and major financial moves through a tax-aware planning lens.
Evaluate individual securities and portfolio choices based on your financial situation, retirement timeline, goals, preferences, and tolerance for risk.
We begin with a consultative conversation about your income needs, lifestyle goals, family responsibilities, business interests, and concerns. For North Carolina retirees, that may include balancing travel, healthcare, second homes, or seasonal living plans.
A collaborative team helping clients make informed retirement decisions with confidence.
We look beyond investments to coordinate income, taxes, estate needs, and long-term goals.
CFP® and CFA® credentials support disciplined planning and investment guidance for retirement decisions.
Strategies are tailored for North Carolina retirement lifestyles, from business exits to family priorities.
Our five-step process gives Carolina clients a clear roadmap from discovery through monitoring.
Credentialed advisors focused on clear retirement guidance.
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 proceeds, and other assets into a coordinated income strategy. It considers when to withdraw money, which accounts to use first, how investments should be positioned, and how taxes may affect spendable income throughout retirement.
Talk with our team about your income goals and next steps.
Comprehensive financial planning credential for advisors.
Advanced investment analysis and portfolio expertise.
Collaborative guidance across complete financial situations.
Share your goals, timeline, and questions. Endeavor Financial Group will help you understand practical next steps for building a 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.