Who we are

Blue Collar Dollar is a trade name of Talon, LLC, an investment adviser registered with the U.S. Securities and Exchange Commission. In this notice, “we” and “us” mean Talon, LLC operating as Blue Collar Dollar.

What this notice covers

This notice explains what happens to information you give us through this website, before any advisory relationship exists.

Once you become a client, the handling of your non-public personal information is governed by Talon’s client privacy policy, published at talonwm.com/privacy-policy. Where the two differ on client information, Talon’s client privacy policy controls.

Information you give us

The planning form on this site is a multi-step questionnaire. When you complete it, we receive:

• Your first and last name, email address and phone number
• The Talon office closest to you
• Your age range and years to retirement
• Your annual income and investable asset range
• The types of accounts you hold, and how much of your assets sit in a pension

We also generate two values from your answers: an internal priority score and a flag indicating whether your situation currently fits the services our advisers offer. These are used to route your enquiry to the right person.

We do not ask for, and you should not send us, your Social Security number, account numbers or account credentials through this website.

Information collected automatically

• HubSpot. A HubSpot cookie identifies your browser so that, if you have interacted with us before, your form submission joins your existing record rather than creating a duplicate.
• Magellan AI. An advertising measurement pixel served from mgln.ai loads on every page of this site and records that the page was viewed. It helps us understand which advertising reaches people.
• Hosting. This site is hosted by Webflow, which keeps standard server logs including IP address, browser type and pages requested.

How we use this information

• To contact you about the complimentary financial plan you requested
• To route your enquiry to an adviser licensed in your state
• To measure which marketing brings people to this site
• To meet our record-keeping obligations as a registered investment adviser

Who we share it with

We do not sell your personal information.

Form submissions are transmitted to and stored in HubSpot, the customer relationship system Talon uses. Page-view data goes to Magellan AI. Server logs sit with Webflow. Each of these acts as a service provider to us and is bound to use the information only to provide that service.

Beyond those providers, we share your information only with Talon advisers and staff who need it to respond to you, or where the law requires it.

Your choices

• Don’t submit the form. Nothing on this site requires you to identify yourself. You can call us instead.
• Cookies. You can block or delete cookies in your browser settings. Blocking them does not stop you from using this site.
• Ask us what we hold. Contact us using the details below and we will tell you what information we have from this website, correct it, or delete it on request unless we are required to keep it.
• Opt out of advertising measurement. Contact us using the details below and we will stop using your information for advertising measurement.

California residents

We extend the following rights to every California resident who contacts us through this website, whether or not they become a client: the right to know what personal information we have collected and who we shared it with, the right to have it corrected, the right to have it deleted, and the right to opt out of sharing for cross-context behavioural advertising. We will not treat you differently for exercising any of them.

To exercise a right, contact us using the details below. We will verify your identity before acting, and respond within the time the law allows.

How long we keep it

Enquiries that do not become client relationships are retained only as long as needed to follow up and to meet our regulatory record-keeping requirements. Once you become a client, the retention terms in Talon’s client privacy policy apply.

Security

Information submitted through this site is transmitted over an encrypted connection and stored in access-controlled systems. No method of transmission over the internet is completely secure, and we cannot guarantee absolute security.

Children

This site is intended for adults. We do not knowingly collect information from anyone under 18.

Changes

If we change this notice we will update the effective date at the top of this page.

Contact us

For any question about this notice, to exercise a privacy right, or to ask what information we hold about you:

Talon, LLC — Blue Collar Dollar
11974 County Road 101, Suite 103
The Villages, Florida 32162
(800) 838-6950