Your privacy matters. We are committed to protecting your personal information with clarity, transparency, and care.

Privacy Policy

This Privacy Policy explains how Fiduciary Counsel collects, uses, and safeguards your information. We follow strict fiduciary and regulatory standards to ensure your data is secure and handled responsibly.

1. Information We Collect

We collect only the information necessary to provide services, communicate with you, or improve your experience.

Categories:

A. Information You Provide Directly

Name
Email address
Phone number
Message form submissions
Financial documents voluntarily shared
Information provided during meetings or calls

B. Information Collected Automatically

IP address
Browser type
Device information
Pages viewed and time on site
Cookies and tracking data

C. Information From Third Parties (If Applicable)

Custodian information (e.g., Schwab)
Financial planning software integrations
Referral sources

2. How We Use Your Information

We use your information solely to serve you better.

A. To Communicate

Respond to inquiries
Provide updates or information
Deliver newsletters (with your consent)

B. To Provide Financial Services

Prepare financial plans
Manage investment accounts
Support 1031 exchange guidance
Conduct scenario analysis

C. To Improve Our Website

Analyze site usage
Improve user experience
Enhance content relevance

D. For Legal & Compliance Purposes

Meet regulatory obligations
Maintain secure records
Prevent unauthorized access

3. How We Protect Your Information

We implement administrative, technical, and physical safeguards to secure your personal data.

Safeguards include:

Encrypted communications
Secure client portals
Restricted access to sensitive data
Compliance with applicable financial regulations
Regular security reviews

4. How We Share Information

We do not sell your information. Ever.

We may share information only when:

A. Required to Provide Services

With custodians (e.g., Schwab)
With financial planning software

B. Required by Law

Regulatory authorities
Legal proceedings
Compliance requirements

C. With Your Explicit Consent

When coordinating with your CPA, attorney, or other advisors

5. Cookies & Tracking Technologies

We use cookies and analytics tools to understand how visitors interact with our website.

Includes:

Basic site analytics
Browser performance data
User experience optimization

Your Choices:

You may disable cookies in browser settings
Analytics tools do not collect personal financial data

6. Email & Newsletter Preferences

If you subscribe to our newsletter, you may opt out anytime using the unsubscribe link in any email.

Bullet Points:

We only send emails with your consent
You may update preferences anytime
We do not share or sell email lists

7. Children’s Privacy

Our website and services are not intended for individuals under 13. We do not knowingly collect personal information from children.

8. Third-Party Links

Our website may link to third-party sites (e.g., custodians, educational content). We are not responsible for the privacy practices of those websites. We encourage you to review their policies.

9. Your Rights & Choices

You may request:

Access to your personal information
Corrections or updates
Deletion of your data (where legally permitted)
Copies of our information practices

Contact:

craig@fiduciary-counsel.com
+1 720-338-8982

10. Data Retention

We retain your information only as long as necessary to fulfill the purposes described in this policy or meet regulatory requirements.

11. Changes to This Privacy Policy

We may update this Privacy Policy periodically. The “Last Updated” date at the top of the page indicates the most recent revision.

12. Questions About This Policy?

If you have any questions or requests regarding your privacy or personal information, please contact us.

Contact Information:

Office Address:
6635 South Dayton Street, Suite 200
Greenwood Village, Colorado 80111

Phone: +1 720-338-8982
Email: craig@fiduciary-counsel.com
Fax: +1 720-338-8982