Strategic Tax Planning
Forward-thinking guidance designed to coordinate with your accountant, evaluate tax implications, identify planning opportunities, and support smarter financial decisions throughout the year.
Build a tax-aware path to early retirement with Endeavor Financial Group. Our advisors help San Francisco professionals, executives, and business owners coordinate income, investments, estate considerations, and long-term withdrawal strategies—especially important in a high-cost, high-tax Bay Area environment where every planning decision can shape financial freedom.
Comprehensive planning services designed to align taxes, investments, retirement income, and legacy goals.
Forward-thinking guidance designed to coordinate with your accountant, evaluate tax implications, identify planning opportunities, and support smarter financial decisions throughout the year.
A personalized strategy for saving, investing, and turning accumulated assets into a reliable income stream that supports early retirement goals.
Planning support to help organize assets, coordinate with legal professionals, minimize tax burdens, and simplify wealth transfer for loved ones and causes.
A consultative process that connects your complete financial picture to specific goals, from retirement timing to education funding and long-term security.
Professional portfolio guidance focused on diversification, risk management, cash flow needs, and long-term wealth protection as retirement approaches.
Investment guidance that evaluates securities in the context of your personal financial situation, goals, priorities, and tolerance for risk.
We begin by learning what early retirement means to you, including lifestyle goals, business interests, family priorities, and any San Francisco cost-of-living realities that could affect your target income.
Our team delivers coordinated guidance for complex retirement, tax, and investment decisions.
Certified Financial Planner expertise supports disciplined, objective planning for complex retirement decisions.
Chartered Financial Analyst knowledge strengthens portfolio strategy, risk review, and investment decision-making.
Strategies consider Bay Area income needs, California taxes, and retirement withdrawal timing.
A five-step framework gives San Francisco clients clarity from discovery through monitoring.
Experienced professionals supporting your financial planning journey.
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.
Look for an advisor who can coordinate tax strategy with broader financial planning, not just investment selection. Relevant credentials such as CFP® or CFA® can indicate planning and investment expertise. Ask how they work with your accountant, how they model retirement income, and whether they review withdrawal timing, estate considerations, and portfolio risk together.
Talk with our team about your early retirement goals.
Recognized credential for comprehensive financial planning.
Advanced credential for investment analysis expertise.
Structured planning from discovery to monitoring.
Share your goals, timeline, and planning questions. Endeavor Financial Group will help you understand the next steps toward a tax-aware retirement 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.