Nothing 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.
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 name, first and last, so that your plan is addressed to you and carries your name if you print it. That is all.
At the end you can leave an email address. It does one job: it lets us give you a password so you can come back and pick up where you left off. If you leave it, we store the figures you chose to save, together with your name and that address, because an account cannot exist without them. If you don’t leave it, there is no account and nothing of yours is kept.
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.
Two, and both of them do 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.
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.