Nothing you enter is saved unless you choose to save it. We never ask for a bank login. We do not sell or share what you give us, and nobody will call you.
Visits to these pages, including your IP address, are logged so we can understand how the site is used. That log is never sold.
Private Client Solutions, LLC, P.O. Box 777-262, Henderson, Nevada 89077. Wealth Council and PAG Alliance are the names it publishes under. If you want to reach a person about anything on this page, that address reaches one, and so does the email below.
Charting Your Course to Wealth runs in your own browser. The numbers you put in, and the assumptions you set, are used to draw your result on your own device. If you leave without choosing to save, they go when the page closes and you start again next time. That is the default, and it is deliberate.
Your first name, so that your plan is addressed to you and carries your name if you print it. A last name is optional. That is all.
At the end you can leave an email address and choose either or both of two things. Email me a link to my results: we store your results encrypted, behind one secret link that we email to you. The email itself holds no figures. The link works for ninety days. Also send me the free Financial Intelligence Briefing with The Capital Ledger: we send you one email to confirm your address, and only once you confirm do we sign you up to the weekly Briefing and send you the Capital Ledger video and instructions. We record each choice and the time you made it. Every email carries a way to stop them, and you can delete your results links, consent choices, Briefing requests made here and visit-log links yourself on our deletion page. The weekly Briefing itself is sent by Substack; every issue has its own unsubscribe link.
Earlier visitors could also save a course with a password; those saved courses are kept, encrypted, until their owner asks us to remove them.
Some people left a name and an email address to be notified. We hold those, along with the referral code of whoever invited you, and we use them to tell you when it opened and to write to you about Charting Your Course to Wealth. Every message we send carries a way to stop them.
Three, and each of them does a job:
There is no sign-in cookie. When you open a saved course, your figures are sent to your browser for that visit and nothing is left behind on this device when you close the page.
Saved figures and account details stay until you ask us to remove them. Notify-list entries stay until you unsubscribe or ask. Feedback you send us is kept as a record of what to fix.
Use the deletion page to delete your results links, consent choices, Briefing requests made here and visit-log links for your email address yourself, at once. For a course saved with a password, or anything else, write to hello@pagalliance.com and ask. We will tell you what we hold about you, correct it if it is wrong, or delete it. You do not have to give a reason.
This is built for adults making decisions about their own money. It is not intended for anyone under eighteen, and we do not knowingly keep information from them.
Charting Your Course to Wealth is educational. It is not individualized investment, tax or legal advice, it does not recommend any security, fund or product, and everything it shows is a hypothetical illustration built from figures you supply and assumptions you control.
If this policy changes, the date at the top changes with it.