Privacy Policy
Patriot Wealth Planners, LLC ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your information when you visit our website pilotmoneyguy.com.
Information We Collect
We may collect personal information that you provide directly, including your name, email address, phone number, airline affiliation, and financial documents you choose to upload for analysis.
How We Use Your Information
We use your information solely to provide financial advisory services, respond to your inquiries, and communicate about our services. We do not sell your personal information to third parties.
Data Security
We implement appropriate security measures to protect your personal information. Financial documents are handled with the same confidentiality standards required of SEC-registered investment advisors.
Text Messaging (SMS) Program
If you provide your mobile phone number and check the consent box on our book request or contact form, you opt in to receive text messages from Patriot Wealth Planners, LLC (operating as Wealthy Pilot Guy, pilotmoneyguy.com) related to your request — including book shipment and address-verification updates, appointment confirmations and reminders, and brief educational follow-ups about retirement planning.
Message frequency varies (on average 3–5 messages over 30 days, with optional periodic check-ins thereafter). Message and data rates may apply. You can opt out at any time by replying STOP, and you can reply HELP for assistance. Opting out of text messages will not affect your ability to receive your requested materials or other services.
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. The phone number and consent you provide when opting in to text messaging, and the fact of your opt-in, will never be sold, rented, or shared with any third parties for marketing purposes. Information may be shared only with subprocessors that help us operate the messaging program (for example, our SMS delivery provider) solely to deliver the messages you requested, and as required by law.
Contact
For questions about this policy, please contact us.
Last updated: April 2026