Retirement Planning
Create a sustainable retirement strategy that helps determine how much to save, how to invest, and how to turn accumulated assets into an income stream.
Retirement should feel organized, not uncertain. Endeavor Financial Group helps Ohio pre-retirees, executives, and business owners turn savings, investments, and benefits into a practical income strategy. With Midwest market cycles, healthcare costs, and tax considerations in mind, our team builds a clear plan designed to support dependable cash flow, long-term confidence, and the lifestyle you have worked toward.
Comprehensive planning solutions designed to turn accumulated assets into reliable, tax-aware retirement income.
Create a sustainable retirement strategy that helps determine how much to save, how to invest, and how to turn accumulated assets into an income stream.
Develop a comprehensive plan that aligns retirement income, major life goals, family priorities, benefits, and investment decisions within one clear financial framework.
Professionally manage accumulated assets through diversified investment strategies designed to help protect wealth, support growth, and provide capital when retirement needs arise.
Coordinate financial strategies with estate and tax planning goals so assets can transfer efficiently to loved ones, causes, or future generations.
Work alongside accountants to identify tax-aware retirement decisions, manage investment implications, and plan ahead for major income or asset transitions.
Evaluate individual securities and broader investment vehicles based on your financial situation, time horizon, retirement objectives, and personal tolerance for risk.
We begin by learning about your goals, current income sources, savings, benefits, family responsibilities, and lifestyle expectations. For Ohio retirees, this includes understanding regional cost-of-living needs and how you want retirement to feel day to day.
A consultative, credentialed team focused on your complete financial life.
CFP® and CFA® credentials support disciplined planning, investment analysis, and informed retirement income decisions.
Ohio clients receive coordinated guidance across investments, income, taxes, estate goals, and business transitions.
Dedicated professionals collaborate to provide education, support, and ongoing direction throughout your planning journey.
Our five-step process helps Ohio pre-retirees move from uncertainty to organized financial confidence.
Experienced advisors focused on comprehensive retirement income 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, retirement accounts, Social Security decisions, benefits, and other assets into a coordinated income strategy. The goal is to create dependable cash flow while managing investment risk, taxes, healthcare costs, and legacy goals. Endeavor Financial Group uses a structured planning process to connect your income needs with your broader financial picture.
Talk with our team about your income goals and next steps.
Recognized standard for comprehensive financial planning.
Advanced credential for investment analysis expertise.
Collaborative guidance across each financial planning stage.
Share your goals, timeline, and key questions. 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.