Last updated October 28, 2026

Privacy Policy

This policy explains how Roadmap Financial LLC (“Roadmap Financial,” “we”) collects and uses information when you book a career call with us or use our team site.

Information we collect

• What you enter when you book a call: your name, email, mobile number, state, license status, current work and any notes.
• For team members: your name, email, mobile number and account details.
• Records of the calls you booked and the messages we sent you.

How we use it

• To schedule your phone call, let the person who referred you call you, and follow up about joining our agency.
• To send the text messages you agreed to receive, such as call confirmations, reminders and referral alerts.
• To let the team member who referred you, and their leadership, follow your progress.

Text messages

We text you only if you ticked the opt-in box. Message frequency varies; message and data rates may apply. Reply STOP at any time to stop receiving texts, or HELP for help.

We do not sell, rent or share your mobile number or text-messaging consent with third parties or affiliates for their marketing purposes. We share it only with the service providers that deliver our messages and host our site, and only to provide those services.

How we protect it

Your information is stored with secure, access-controlled providers. Only our team members who need it to work with you can see it.

Your choices

You can ask us to update or delete your information at any time by emailing dylanbunch6@gmail.com.

Contact

Roadmap Financial LLC · dylanbunch6@gmail.com