Your Wealthy Retirement System
Clarity. Confidence. Control.
A Retirement Plan Rooted in Wisdom, Not Guesswork.
A Plan Built Around You
Retirement isn’t just about finances. It’s about how you want to live.
That’s why your Wealthy Retirement System doesn’t just focus on money. We build a plan around you.
Your lifestyle, your purpose, your family, and your future.
The goal? To align your finances with the areas of life that bring you meaning, joy, and peace.
Start With Your Wealthy Retirement Plan
Get a Custom Plan That Fits You
Every client begins with a flat $2,000 planning fee. We create your custom retirement plan from scratch, tailored to your income, lifestyle, and long-term goals.
Know Exactly What to Do Next
You’ll walk away with a step-by-step action plan that answers the big questions: When can I retire? What accounts do I draw from first? How do I avoid big tax mistakes?
Retire With Wisdom, Not Worry
We show you how to align your money with your purpose, protect your healthcare, and enjoy the next chapter with peace of mind.
Wealth Which Enslaves The Owner Isn't Wealth. African Proverb
Meet Your Guide
CERTIFIED FINANCIAL PLANNER™
I’ve spent years helping hardworking people like you prepare for retirement. Not with guesswork, hype, or fear, but with real wisdom and clarity.
The truth is, most people aren’t failing retirement because they’re lazy or reckless… they just never got the right guidance at the right time.
I started Obsidian Wisdom to change that.
This workshop is for you if you're ready to stop worrying about whether you've saved enough… and start building a plan that gives you peace of mind, no matter what the market (or life) throws your way.
Undre Griggs, Jr.
Founder, Obsidian Wisdom
Why It Works
Our Five-Part Wealthy Retirement System is built to guide you through every key decision in retirement. From income to taxes to legacy. Each part helps you avoid costly mistakes and retire with wisdom, not worry.
1. Wise Financial Guidance
We help you make smart, value-based decisions with your money. Instead of reacting to headlines or hype, you get a plan rooted in what matters most to you and your lifestyle.
2. Prosperity Healthcare Blueprint
We walk you through Medicare, long-term care, and out-of-pocket risks. So rising healthcare costs don’t wreck your retirement. You’ll feel prepared, not surprised.
3. Flexible Investment Income Formula
You get a step-by-step strategy to turn your savings into a steady, sustainable income. We show you how to adjust for inflation, manage market ups and downs, and keep your plan on track.
4. Purposeful Lifestyle Transition
Retirement isn’t just about money — it’s about how you want to live. We help you define what your next chapter looks like and align your finances to support it.
5. Tax-Smart Strategy & Legacy Design
We build a custom tax strategy to help you keep more of your income, avoid IRMAA surprises, and pass on your wealth wisely — without leaving your family stuck in probate.
Free Bonuses:
When you schedule your free retirement readiness strategy session, you’ll get instant access to five powerful bonuses:
- The Retire in 5 Years or Less Roadmap
- The Retirement Tax Savings Checklist
- The 10 Biggest Retirement Mistakes (and How to Avoid Them)
- The Wealthy Retirement Planner
- A Free Copy of My Book, Wealthy Retirement Wisdom.
These are yours to keep... no strings attached... even if you decide not to work with us.
Sticks In a bundle are unbreakable. African Proverb
Need More Support After Your Plan?
Your $2,000 Wealthy Retirement Plan gives you a clear path forward. But if you want continued guidance, proactive strategy, and personal support. We’ve got you covered. Choose the level of wisdom that fits your life best.
FOUNDATION WISDOM
Simple, supportive, and focused. Perfect for maintaining your retirement plan with clarity and confidence. Great if you want peace of mind without ongoing complexity.
$
150.00
/mo
Most Popular
PARTNERED WISDOm
More strategy. More guidance. Ideal if you want one-on-one meetings, detailed tax planning, and proactive updates to keep your plan on track as life changes.
$
499.99
/mo
CONCIERGE WISDOM
Full coordination. Personalized support. You get legal guidance, legacy design, real-time strategies, and hands-on help with every part of your plan—no guesswork, just clarity.
$
999.99
/mo
100%
satisfaction Guarantee
100% Satisfaction Guarantee
If you don’t feel significantly more confident about your retirement plan after receiving your Wealthy Retirement System, we’ll work with you one-on-one until you do.
FAQ.
No problem. Many of our clients come to us for a second opinion or a more personalized plan. We’ll complement what you’re already doing or help fill in the gaps.
Yes, the Wealthy Retirement System is a standalone service. You only choose ongoing support if you want extra help maintaining or refining your plan.
Yes, we build tax strategies right into your plan... including Roth conversions, withdrawal planning, and coordination with your CPA if needed
We work with both. Whether you’re planning solo or with a spouse or partner, we’ll build a strategy that works for your specific situation.
Yes, we serve clients virtually across the U.S., so you can get expert retirement planning no matter where you live.
Nope. If it’s not a fit, you walk away with more clarity — no pressure, no obligations, and you keep any bonuses we’ve shared.
Most plans are completed in 72 hours, depending on how quickly we gather your information and how complex your situation is.
We typically work with clients 5 to 10 years away from retirement, but if you’re closer... or just retired... we can still help you get aligned.
This isn’t a generic report or sales pitch. It’s a customized plan built around your lifestyle, values, and goals, not just your account balances.
That’s what our ongoing support tiers are for. To help you adjust your plan as life, the market, or your goals change.
Let’s Build Your Wealthy Retirement Together
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.