FIDUCIARY FINANCING LLC
PRIVACY POLICY & LEGAL DISCLOSURES
Fiduciary Financing LLC 5900 S. Lake Forest Dr., Suite 300 McKinney, Texas 75070
Last Updated: May 15, 2026
INTRODUCTION
Fiduciary Financing LLC ("Fiduciary Financing," "we," "us," or "our") is committed to protecting the privacy, confidentiality, and security of the personal and financial information entrusted to us by our clients, prospective clients, and website visitors. This Privacy Policy and Legal Disclosure document governs the collection, use, storage, sharing, and protection of information obtained through your use of our website located at www.fiduciary-financing.com (the "Site"), through direct communications with our advisors, and through any forms, consultations, or services provided by Fiduciary Financing LLC. Please read this document carefully. By accessing or using our Site, submitting any form, booking a consultation, or engaging our advisory services in any capacity, you acknowledge that you have read, understood, and agree to the terms of this Privacy Policy and all disclosures contained herein. If you do not agree with any portion of this policy, please discontinue use of this Site and contact us directly with any questions. This policy is designed to comply with applicable federal and Texas state law, including but not limited to the Gramm-Leach-Bliley Act (GLBA), the Texas Business and Commerce Code, the Texas Privacy Protection Act, the CAN-SPAM Act, the Telephone Consumer Protection Act (TCPA), and applicable Federal Trade Commission (FTC) regulations governing the privacy of consumer financial information.
SECTION 1: INFORMATION WE COLLECT
1.1 Information You Provide Directly
We collect personal and financial information that you voluntarily provide to us through the following channels: Consultation booking forms — name, email address, phone number Contact forms — name, email address, phone number, message content Private lending borrower submission forms — name, contact information, entity name, loan purpose, property or collateral type, loan amount requested, estimated asset value, credit score range, and deal description Private lending lender network forms — name, contact information, entity name, lending criteria, geographic preferences, loan size preferences, return expectations, and accredited investor status Email and SMS opt-in forms — name, email address, and/or mobile phone number for market update communications Direct communications — any information shared via email, phone, text, or in-person consultation with our advisors
1.2 Information Collected Automatically
When you visit our Site, we and our third-party service providers may automatically collect certain technical and usage information, including: IP address and approximate geographic location Browser type, version, and operating system Pages visited, time spent on each page, and navigation paths Referring website or search engine and search terms used Device type and screen resolution Cookies, web beacons, and similar tracking technologies
1.3 Information From Third Parties
We may receive information about you from third parties including referral partners, affiliated companies, credit reporting agencies (where applicable and with appropriate authorization), and publicly available data sources, to the extent permitted by applicable law.
1.4 Sensitive Financial Information
In the course of providing loan advisory services, we may collect sensitive financial information including income documentation, tax return data, credit information, asset statements, and business financial records. This information is collected solely for the purpose of advising you on appropriate loan products and facilitating introductions to lenders. We handle all sensitive financial information with the highest degree of confidentiality consistent with our fiduciary obligations and applicable law.
SECTION 2: HOW WE USE YOUR INFORMATION
Fiduciary Financing LLC uses the information we collect for the following purposes: To provide loan advisory services — evaluating your financial profile, identifying appropriate loan products, and facilitating introductions to lenders in our network To communicate with you — responding to inquiries, scheduling consultations, following up on submitted deals or applications, and providing requested information To send market updates and educational content — if you have opted in to receive email or SMS communications, we will use your contact information to deliver market rate updates, lending insights, and financial news relevant to your interests To facilitate private lending introductions — connecting qualified borrowers with private lenders in our network based on submitted deal parameters and lender criteria To improve our website and services — analyzing usage data to enhance the functionality, content, and user experience of our Site To comply with legal obligations — maintaining records as required by applicable law and regulatory requirements To protect our rights and your safety — detecting and preventing fraud, unauthorized access, and other harmful or illegal activity We do not sell, rent, or trade your personal information to unaffiliated third parties for their own marketing purposes. Ever.
SECTION 3: HOW WE SHARE YOUR INFORMATION
3.1 With Your Consent
We will share your information with third parties when you have explicitly authorized us to do so — for example, when you submit a deal for consideration by our private lender network or authorize us to submit your information to a specific lender.
3.2 With Affiliated Companies
Fiduciary Financing LLC operates within a network of affiliated companies that provide complementary financial services. With your knowledge, we may share relevant information with our affiliated entities where doing so serves your financial interests and advances the advisory relationship. Affiliated companies include: Nashional Investments (registered investment advisory services) Nashional Insurance (insurance products and services) Nashional Tax Planning (tax planning and advisory services) Nashional Self-Directed 401(k) (self-directed retirement plan services) Apollo Advising (real estate investment coaching) Above & Below 1031 (qualified intermediary services for 1031 exchanges) Christian Brothers Roofing (exterior contracting services, DFW) Sharing with affiliated companies is limited to information relevant to the services they provide and is always subject to your awareness and the confidentiality obligations each affiliated entity maintains.
3.3 With Service Providers and Platform Partners
We work with third-party service providers who assist us in operating our website, managing communications, and facilitating the loan advisory process. These providers include our SaaS-based lending platform partner, email and SMS communication platforms, website hosting and analytics providers, scheduling and calendar tools, and payment processors where applicable. All third-party service providers are contractually required to maintain the confidentiality and security of your information and are prohibited from using it for any purpose other than providing services to Fiduciary Financing LLC.
3.4 With Lenders and Financing Partners
With your authorization, we may share your financial profile and relevant documentation with lenders in our network for the purpose of evaluating your loan application. Where mortgage products are involved, your information may be shared with Uptiq Premier Mortgage, NMLS#2362651, through which mortgage transactions are facilitated by licensed Loan Officers.
3.5 As Required by Law
We may disclose your information when required to do so by law, regulation, court order, or government authority, or when we believe disclosure is necessary to protect the rights, property, or safety of Fiduciary Financing LLC, our clients, or the public.
SECTION 4: COOKIES AND TRACKING TECHNOLOGIES
Our Site uses cookies and similar tracking technologies to enhance your browsing experience, analyze site traffic, and understand how visitors interact with our content. Cookies are small text files stored on your device by your browser at our request. We use the following types of cookies: Strictly necessary cookies — required for the Site to function and cannot be disabled Analytics cookies — help us understand how visitors use the Site so we can improve its functionality and content (e.g., Google Analytics) Preference cookies — remember your settings and choices to personalize your experience Marketing cookies — may be used to deliver relevant content and measure the effectiveness of our communications You may disable cookies through your browser settings at any time. Note that disabling certain cookies may affect the functionality of portions of our Site. By continuing to use our Site with cookies enabled, you consent to our use of cookies as described in this policy.
SECTION 5: EMAIL AND SMS COMMUNICATIONS
5.1 Market Update Opt-In
If you have subscribed to receive email or SMS market updates from Fiduciary Financing LLC, you consent to receive periodic communications regarding mortgage rate movements, lending market conditions, financial news, and related educational content. These communications are informational in nature and do not constitute personalized financial, investment, tax, or legal advice.
5.2 Opt-Out Rights
You may unsubscribe from email communications at any time by clicking the unsubscribe link included in every email we send. You may opt out of SMS communications at any time by replying STOP to any text message from Fiduciary Financing LLC. Following your opt-out request, we will process your request promptly and you will not receive further marketing communications through that channel. Transactional communications related to active advisory engagements may continue as necessary to fulfill our service obligations.
5.3 TCPA Compliance
By providing your mobile phone number and consenting to SMS communications, you agree to receive text messages from Fiduciary Financing LLC at the number provided. Message and data rates may apply. Message frequency varies. You may opt out at any time by replying STOP. For help, reply HELP or contact us at denver@fiduciary-financing.com. We will not use your mobile number for solicitation purposes beyond the scope of communications you have consented to receive.
5.4 CAN-SPAM Compliance
All commercial email communications from Fiduciary Financing LLC include our physical mailing address, a clear identification that the message is a commercial communication, and a functional unsubscribe mechanism. We do not use deceptive subject lines or false headers in our email communications.
SECTION 6: DATA SECURITY
Fiduciary Financing LLC maintains physical, electronic, and procedural safeguards designed to protect your personal and financial information from unauthorized access, disclosure, alteration, or destruction. These measures include: Encrypted data transmission using SSL/TLS protocols Secure data storage with access controls limited to authorized personnel Regular review of information collection, storage, and processing practices Contractual data security requirements imposed on all third-party service providers While we employ industry-standard security measures, no method of electronic transmission or storage is 100% secure. You acknowledge and accept that we cannot guarantee the absolute security of your information transmitted over the internet, and you transmit such information at your own risk. If you believe your information has been compromised, please contact us immediately at denver@fiduciary-financing.com.
SECTION 7: DATA RETENTION
We retain personal and financial information for as long as necessary to fulfill the purposes for which it was collected, to comply with applicable legal and regulatory requirements, and to resolve any disputes or enforce our agreements. Client records related to loan advisory engagements are retained in accordance with applicable financial services recordkeeping requirements. You may request deletion of your personal information subject to our legal and regulatory retention obligations by contacting us at denver@fiduciary-financing.com.
SECTION 8: YOUR RIGHTS UNDER TEXAS LAW
As a Texas resident or a resident of any state with applicable privacy protections, you may have the following rights with respect to your personal information: Right to know — the categories of personal information we collect and the purposes for which it is used Right to access — a copy of the personal information we hold about you Right to correction — correction of inaccurate personal information Right to deletion — deletion of your personal information, subject to legal and regulatory retention requirements Right to opt out — opting out of any sale or sharing of your personal information for marketing purposes (note: we do not sell personal information) Right to non-discrimination — we will not discriminate against you for exercising any of your privacy rights To exercise any of these rights, please submit a written request to denver@fiduciary-financing.com with your name, contact information, and a description of your request. We will respond within the timeframe required by applicable law.
SECTION 9: LEGAL DISCLOSURES & SERVICE LIMITATIONS
9.1 Nature of Fiduciary Financing LLC's Services
Fiduciary Financing LLC is a loan advisory firm. Our Managing Partners, Denver McClure and Jeff Nash, are licensed fiduciaries who are legally and ethically obligated to act in the best interest of their clients in the context of the advisory services provided. This fiduciary obligation governs our loan advisory engagements and is a defining characteristic of the Fiduciary Financing service model.
9.2 Not a Lender or Lending Broker
Fiduciary Financing LLC is not a lender and does not fund loans directly. Fiduciary Financing LLC has established a relationship with an unaffiliated internet-based lending platform which acts as a Software-as-a-Service (SaaS) platform and includes a large network of lenders. The platform provider helps facilitate the loan application and fulfillment process. Neither Fiduciary Financing LLC nor the platform provider is registered or licensed as a lender or lending broker with any state or federal regulatory agency or authority.
9.3 Mortgage Services
Mortgage loan products, including conventional, FHA, VA, construction, and home equity products, may be facilitated by licensed Loan Officers through Uptiq Premier Mortgage, NMLS#2362651. Certain Fiduciary Financing advisors are also licensed Loan Officers through Uptiq Premier Mortgage and may facilitate mortgage transactions directly. All mortgage activity is conducted in accordance with applicable federal and state mortgage lending laws and regulations.
9.4 No Guarantee of Loan Approval
Nothing on this website or in any communication from Fiduciary Financing LLC constitutes a guarantee, promise, or commitment of loan approval, specific interest rates, loan terms, or financing availability. Loan approval is subject to lender underwriting, credit review, property appraisal, and other conditions determined solely by the funding lender. Rates and terms are subject to change without notice and vary based on individual borrower profiles and market conditions.
9.5 Informational Purpose of Website Content
All content on this website — including descriptions of loan products, qualification requirements, rates, terms, process descriptions, and educational content — is provided for general informational purposes only. This content does not constitute personalized financial, investment, tax, or legal advice and should not be relied upon as such. Individual circumstances vary significantly, and the appropriateness of any loan product for your specific situation can only be determined through a personalized advisory consultation.
9.6 Not Tax or Legal Advice
Nothing on this website or provided in connection with our advisory services constitutes tax advice or legal advice. Tax implications of any financing decision should be evaluated with a qualified tax professional. Fiduciary Financing LLC recommends consulting with a licensed tax advisor — such as those available through our affiliated entity Nashional Tax Planning — and a qualified attorney before making any significant financial or lending decision.
9.7 Private Lending Disclosures
Fiduciary Financing LLC facilitates introductions between private borrowers and private lenders and charges a facilitation fee to the borrower upon successful loan closing. Fiduciary Financing LLC is not a party to any private loan transaction, does not hold, manage, or guarantee private loan proceeds, and makes no representations regarding the availability, terms, or suitability of private financing for any specific borrower or deal. Participation by private lenders in our network does not constitute an endorsement of any specific deal, and lenders retain full discretion over all lending decisions. Private lending involves significant risk for both borrowers and lenders and is not suitable for all parties.
9.8 Affiliated Company Relationships
Fiduciary Financing LLC maintains relationships with affiliated companies that provide investment advisory, tax planning, insurance, real estate coaching, 1031 exchange, and contracting services. References to affiliated companies on this website are provided for informational purposes and as a convenience to clients who may benefit from coordinated financial services. Clients are not required to use any affiliated company and retain full discretion to select any provider of their choosing. Affiliated company referrals do not create any additional fiduciary obligation beyond the scope of Fiduciary Financing LLC's advisory engagement.
9.9 Investment Advisory Services
Denver McClure and Jeff Nash are Investment Advisor Representatives through Nashional Independent Investment Management LLC, a registered investment advisory firm. Investment advisory services are provided through that entity and are governed by its separate disclosures, ADV filings, and client agreements. References to investment advisory credentials on this website are provided for informational purposes regarding the qualifications of our advisors and do not constitute an offer to provide investment advisory services through Fiduciary Financing LLC.
9.10 Insurance Services
Denver McClure and Jeff Nash hold General Lines Agent licenses (Life, Accident, Health, and HMO) in applicable jurisdictions. Insurance products and services are offered and sold through Nashional Independent Insurance Agency LLC and its appropriately licensed agents. References to insurance credentials on this website are provided for informational purposes only.
9.11 Accuracy of Information
Fiduciary Financing LLC makes reasonable efforts to ensure that the information presented on this website is accurate and current. However, we make no representations or warranties of any kind, express or implied, regarding the completeness, accuracy, reliability, suitability, or availability of any information, products, or services on the Site. Loan limits, qualification requirements, interest rates, and program guidelines change frequently and may differ from the information presented here at the time of your inquiry.
9.12 Third-Party Links
This website may contain links to third-party websites including affiliated companies, lender partners, and external resources. These links are provided for convenience only. Fiduciary Financing LLC does not control, endorse, or assume responsibility for the content, privacy practices, or accuracy of any third-party website. Accessing third-party sites is at your own risk and is subject to their respective terms of service and privacy policies.
SECTION 10: CHILDREN'S PRIVACY
This website is not directed to individuals under the age of 18, and we do not knowingly collect personal information from minors. If you believe we have inadvertently collected information from a minor, please contact us immediately at denver@fiduciary-financing.com and we will take prompt steps to delete that information.
SECTION 11: CHANGES TO THIS PRIVACY POLICY
Fiduciary Financing LLC reserves the right to update, modify, or replace this Privacy Policy at any time. When we make material changes, we will update the "Last Updated" date at the top of this page. We encourage you to review this page periodically to stay informed of how we are protecting your information. Your continued use of this Site following the posting of any changes constitutes your acceptance of the updated policy.
SECTION 12: CONTACT US
If you have any questions, concerns, or requests regarding this Privacy Policy, our data practices, or any of the disclosures contained herein, please contact us: Fiduciary Financing LLC 5900 S. Lake Forest Dr., Suite 300 McKinney, Texas 75070 Email: denver@fiduciary-financing.com Website: www.fiduciary-financing.com We are committed to addressing your concerns promptly and transparently. Your privacy, your financial wellbeing, and your trust in Fiduciary Financing LLC are our highest priorities.
DISCLAIMER
Fiduciary Financing LLC is not a lender or lending broker. Fiduciary Financing has established a relationship with an unaffiliated internet-based lending platform which acts as a Software-as-a-Service (SaaS) platform and includes a large network of lenders. Neither Fiduciary Financing LLC nor the platform provider is registered or licensed as a lender or lending broker with any state or federal regulatory agency or authority. Mortgage products may be facilitated by licensed Loan Officers through Uptiq Premier Mortgage, NMLS#2362651. All content on this website is provided for general informational purposes only and does not constitute financial, tax, investment, or legal advice. © 2026 Fiduciary Financing LLC. All rights reserved.