Retirement Income
Create a sustainable strategy for turning accumulated assets into a reliable income stream, including savings targets, investment alignment, withdrawal planning, and ongoing adjustments as retirement needs evolve.
Plan your retirement income with strategies designed to turn savings, investments, benefits, and tax decisions into a clearer monthly cash flow plan. For Wisconsin pre-retirees balancing seasonal expenses, healthcare costs, and long-term goals, Endeavor Financial Group provides consultative guidance, disciplined investment planning, and ongoing monitoring to help you retire with confidence.
Comprehensive planning solutions designed to coordinate investments, income, taxes, legacy goals, and long-term financial confidence.
Create a sustainable strategy for turning accumulated assets into a reliable income stream, including savings targets, investment alignment, withdrawal planning, and ongoing adjustments as retirement needs evolve.
Build a comprehensive plan that connects retirement goals, household priorities, investments, education funding, home ownership, and long-term financial decisions into one coordinated framework.
Professionally manage lifetime assets through diversified investment strategies designed to balance stability, growth potential, liquidity, and the income needs of retirement.
Coordinate financial strategies with estate and tax considerations so assets can transfer smoothly to loved ones, charities, or future generations with intention and care.
Work with your tax professionals to evaluate retirement withdrawals, investment decisions, deductions, and future income events through a proactive tax planning lens.
Evaluate individual securities and investment vehicles based on your goals, time horizon, preferences, risk tolerance, and the role each asset plays in retirement income.
We begin by understanding your goals, income needs, risk tolerance, family priorities, and Wisconsin lifestyle considerations, from healthcare planning to seasonal travel or home expenses that may shape retirement cash flow.
A collaborative planning team focused on clarity, confidence, and long-term financial direction.
Full-range planning goes beyond asset management to address retirement, taxes, legacy, and income.
Strategies reflect your Wisconsin retirement goals, household needs, risk tolerance, and future priorities.
CFP® and CFA® credentials support disciplined financial planning and investment management guidance.
A five-step process gives Wisconsin pre-retirees a clear roadmap from planning to monitoring.
Experienced professionals supporting your retirement income decisions.
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 typically includes withdrawal planning, investment allocation, tax considerations, healthcare costs, estate goals, and ongoing monitoring so your money can support your lifestyle throughout retirement.
Talk with our advisory team about your income goals.
Certified planning expertise for comprehensive financial decisions.
Advanced investment analysis and portfolio management credential.
Five-step framework for disciplined client guidance.
Share your goals, timeline, and concerns. 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.