DYNAMIC LIFE GOALS

RECOVER LOST FUNDS

  • Financial Empowerment Starts with us...

Transform our Communities through Financial Wellness:

Find Your Lost Retirement Funds

Are You Missing Money?

Americans have left behind over $1.65 TRILLION in forgotten 401(k)s, old pensions, and unclaimed retirement accounts. When you change jobs, it's easy to lose track of retirement funds from previous employers.

That money is still yours - and we can help you find it.

Time Is Not On Your Side

Unclaimed retirement accounts don't just sit there waiting forever. Over time, they can be:

  • Transferred to state unclaimed property offices (making recovery more complex)

  • Eroded by administrative fees you don't even know about

  • Closed or consolidated by plan administrators, making them harder to trace

The sooner you search, the easier the recovery.

Our Mission:

Why This Matters

Your forgotten funds could be:

  • Losing value due to high fees in old accounts

  • Missing out on better investment opportunities

  • At risk if the company goes bankrupt or changes administrators

  • Preventing you from having a complete financial picture

  • Costing you thousands in lost growth over time

One recovered account could change your retirement timeline.

Our Complimentary Fund Recovery Service

We'll help you:

  • Search national databases for lost retirement accounts

  • Track down old 401(k)s, pensions, and profit-sharing plans

  • What to do once you find your funds

  • Smart strategies for maximizing your recovered funds

This applies to funds from:

  • Previous employers' 401(k) or 403(b) plans

  • Old pension plans

  • Profit-sharing accounts

  • Company stock plans

  • Forgotten IRAs

Why Complimentary?

Our founder, Tracy Wilson, is a Master Certified Life Coach, Financial Professional, and recipient of the Daily Point of Light Award and Presidential Lifetime Achievement Award for volunteer service.

These complimentary services represent our commitment to empowering our community through Family, Faith, and Finances. We believe everyone deserves access to financial knowledge - regardless of ability to pay. No cost. No obligation. Just genuine support for recovering what's rightfully yours.

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Email: info@dynamiclifegoals.com
Phone: 754-800-9001

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