Thomas Family Investments, LLC
Privacy Policy
Effective October 12, 2026
This page explains what information tfinvests.com collects, why, who sees it, and how to have it removed. Plain English, no surprises.
What we collect
When you fill out a form on this site, we collect what you type in. Depending on the form, that can include:
- Your name, email address, and phone number
- Your company name and number of employees
- Numbers you choose to share, like annual shipping spend or tariffs paid
- The services you want reviewed and anything you write in the message box
Our forms ask you not to send account credentials, employee records, medical information, or sensitive financial documents. Please don't. If a review moves forward, we'll discuss what's needed and how to share it securely.
Like most websites, our hosting provider (Squarespace) also collects basic visit data such as pages viewed, browser type, and approximate location, and uses cookies to do it. You can block cookies in your browser settings.
How we use it
- To reply to your request and schedule a conversation
- To figure out which cost reduction opportunities are worth a closer look
- To introduce you to a specialist partner, when you ask us to
- To keep a record of our conversations in our CRM
We don't sell your information. We don't rent it. We don't add you to a marketing list you didn't ask for.
Who sees it
Joe Thomas. Every form submission comes to me directly.
Specialist partners. TFI connects clients with partners who deliver specific services, like parcel contract negotiation, benefits plans, tariff refund filing, and business funding. We only share your information with a partner after you tell us you want to explore that service, and only what they need to evaluate it.
The tools that run this site. Your form submission passes through Squarespace (website and forms), Zapier (moves the submission into our CRM), HubSpot (our CRM), and Google Workspace (email). These companies process data on our behalf under their own privacy and security terms.
When the law requires it. If we're legally required to disclose information, we will, and only what's required.
Referrals
If an advisor or partner submits a referral on someone else's behalf, our referral form asks them to confirm they have that person's permission to share their contact details. If you were referred and didn't expect to hear from us, tell us and we'll delete your information.
How long we keep it
We keep your information as long as we're working together or have an open conversation, and for a reasonable period after so we have a record of what was discussed. Ask us to delete it any time.
Your choices
You can ask us to show you what we have, correct it, or delete it. Email joe@tfinvests.com and we'll handle it within 30 days.
Security
This site runs on HTTPS. Access to our CRM and email is limited to the people who need it. No system is perfectly secure, which is exactly why we ask you not to send sensitive documents through website forms.
Changes
If we change this policy, we'll update it here and change the date at the top.
Contact
Thomas Family Investments, LLC
Lenexa, Kansas
joe@tfinvests.com