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.

Contact

For questions about this policy, please contact us.

Last updated: April 2026