Retirement Planning
Create a sustainable retirement strategy that estimates income needs, evaluates savings, and helps turn accumulated assets into a reliable income stream aligned with your lifestyle goals.
Build a retirement income strategy designed for confidence, clarity, and long-term stability. Endeavor Financial Group helps pre-retirees, executives, and business owners organize assets, evaluate risk, and create a practical plan for turning savings into reliable income while keeping your goals, tax considerations, and legacy priorities in view.
Comprehensive planning solutions to help protect assets, generate income, and support confident retirement decisions.
Create a sustainable retirement strategy that estimates income needs, evaluates savings, and helps turn accumulated assets into a reliable income stream aligned with your lifestyle goals.
Professional portfolio guidance designed to balance preservation, diversification, and long-term growth while helping ensure assets remain available when needed during retirement.
A consultative planning approach that connects investments, income, expenses, taxes, and personal goals into one coordinated roadmap for long-term financial confidence.
Coordinate financial strategies with legal professionals to help assets transfer smoothly, reduce unnecessary tax burdens, and support the people and causes you care about.
Forward-looking tax strategy that works alongside your accountant to consider retirement withdrawals, investment decisions, deductions, and major financial moves throughout the year.
Identify potential threats to your retirement plan and develop protection strategies that may include reserves, insurance considerations, and thoughtful diversification.
We begin by learning about your income needs, timeline, family responsibilities, business interests, and concerns about market risk. This conversation helps clarify what financial freedom should look like for your retirement.
Work with a planning team focused on clarity, confidence, and long-term financial direction.
More than asset management, with planning across investments, taxes, retirement, and legacy priorities.
Guidance supported by CFP® and CFA® credentials for disciplined planning and investment insight.
Strategies are tailored to your retirement timeline, risk comfort, income needs, and goals.
A collaborative advisor team provides support, education, and informed direction throughout your journey.
Dedicated advisors supporting your retirement planning 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.
The safest choice depends on your goals, risk tolerance, time horizon, and income needs. Common lower-risk options may include insured bank products, high-quality bonds, Treasury securities, or carefully structured income strategies. A sound retirement income plan usually combines safety, liquidity, diversification, and tax awareness rather than relying on one investment alone.
Talk with our team about your goals and income concerns.
Recognized credential for comprehensive financial planning expertise.
Advanced credential for investment analysis and portfolio management.
Five-step framework for clear, coordinated financial decisions.
Share your retirement goals, concerns, and timeline. Endeavor Financial Group will help you understand the next steps toward a coordinated income plan.
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.