Privacy & Security Center

At TFG Tolbert Financial Group, your trust matters.

We are committed to protecting the personal information you share with us and being transparent about how we collect, use, maintain, and safeguard that information.

Whether you are visiting our website, requesting information, scheduling a consultation, exploring insurance or financial solutions, or working directly with a TFG professional, we believe you should understand how your information is handled.

Please read them carefully.

Our Privacy Principles

Our approach to privacy is guided by a few simple principles:

We are transparent about how we use your information

We explain the types of information we collect and how that information may be used to provide services, respond to requests, communicate with you, improve your experience, and operate our business.

We use information for legitimate business and service purposes

We collect and use information that is reasonably necessary to help us respond to your requests, provide financial education and services, facilitate insurance or financial solutions, manage our relationship with you, and meet applicable legal and regulatory obligations.

Access to your information is limited

Access to personal information is limited to TFG personnel and authorized service providers who need the information to perform their responsibilities or provide requested services.

We work to protect your information

We use reasonable administrative, technical, and organizational safeguards designed to help protect personal information from unauthorized access, use, alteration, or disclosure.

We respect your privacy choices.

Depending on your location and applicable law, you may have rights regarding your personal information, including the ability to request access, correction, deletion, or other privacy-related actions.

How We Collect Information

We may collect information directly from you when you

You have the right to:

Complete a website form
Request deletion of your data (subject to regulatory obligations).
Schedule an appointment
Call, email, or otherwise contact us
Participate in a webinar, event, educational program, or promotion
Work with a TFG advisor, broker, agent, or representative
Subscribe to communications or updates

We may also automatically collect certain information when you visit our website through cookies, analytics tools, pixels, and similar technologies.

The information we collect may include your name, email address, telephone number, address, general demographic information, financial goals, insurance needs, business information, and other information relevant to the services or solutions you request.

Depending on the nature of your relationship with TFG, additional financial, insurance, or other information may be collected as necessary to provide requested products or services.

How We Use Your Information

We may use your information to:

Respond to questions and requests
Schedule and manage appointments
Provide information about TFG and its services
Develop financial or insurance strategies based on your stated needs and goals
Facilitate applications and requests for products or services
Communicate with you regarding your relationship with TFG
Provide customer support and educational resources
Send marketing communications where permitted
Improve our website, technology, services, and customer experience
Measure advertising and marketing effectiveness
Maintain business, legal, compliance, and regulatory records
Protect against fraud, unauthorized activity, and security threats
Comply with applicable legal and regulatory requirements

We do not sell your personal information as a standalone product or commodity.

Cookies & Website Technologies

TFG may use cookies, pixels, tags, analytics tools, and similar technologies to:

Operate and secure our website
Remember preferences
Understand website traffic and activity
Improve website performance
Measure advertising effectiveness
Understand which campaigns generate inquiries
Support marketing and remarketing efforts where permitted

Some technologies may be provided by third-party service providers. You may be able to manage certain cookie preferences through your browser or other privacy controls made available on our website.

Lead Forms & Communications

When you submit information through a TFG website, landing page, advertisement, social-media campaign, appointment form, or other lead-generation channel, we may use that information to respond to your request and communicate with you.

Depending on your interaction with TFG, we may contact you by:

Telephone
Email
Text Message
Other electronic communication methods

Communications may include appointment information, responses to inquiries, educational materials, requested services, or information about TFG.

Where required by law, appropriate consent will be obtained before sending marketing text messages or making certain automated communications.

You may opt out of marketing emails using the unsubscribe option provided in the communication. For eligible marketing text messages, you may reply STOP to unsubscribe.

Opting out of marketing communications does not necessarily prevent TFG from contacting you regarding appointments, transactions, requested services, account-related matters, or other non-marketing communications.

Submitting information through a form does not obligate you to purchase a product or service and does not guarantee eligibility for any particular financial or insurance solution.

How We May Share Information

We may share information with trusted third parties when reasonably necessary to operate our business, comply with legal obligations, or provide requested services.

Depending on the circumstances, these parties may include:

Insurance carriers and product providers
Financial institutions and service providers
Licensed brokers, agents, advisors, and other professionals working with TFG
Customer relationship management and technology providers
Website hosting and software providers
Appointment and scheduling providers
Email and communication providers
Analytics and marketing service providers
Legal, accounting, compliance, and other professional advisors
Government agencies or regulators when required by law

We may also disclose information when necessary to prevent fraud, respond to lawful requests, protect TFG or others, comply with legal obligations, or complete a business transaction.

Protecting Your Information

TFG uses reasonable administrative, technical, and organizational safeguards designed to protect personal information against unauthorized access, disclosure, alteration, or destruction. These measures may include access controls, technology protections, monitoring practices, administrative procedures, and other security measures appropriate to the nature of the information and our operations.

No method of transmitting or storing information electronically is completely secure, so we cannot guarantee absolute security.

We encourage you to use caution when sharing sensitive information online and to avoid sending highly sensitive information through unsecured email or general website contact forms unless specifically instructed to use an appropriate secure process.

What You Can Do to Help Protect Yourself

Protecting your information is a shared responsibility.

We encourage you to:

Be cautious about unsolicited calls, emails, and text messages.
Verify the identity of anyone requesting sensitive information.
Never share passwords or account credentials with unauthorized individuals.
Be cautious of unexpected links or attachments.
Keep your devices and software updated.
Contact TFG directly if you receive a communication that appears suspicious.

If you believe you have received a fraudulent communication claiming to represent TFG, please contact us directly.

Your Privacy Rights

Depending on where you live and applicable law, you may have certain rights regarding your personal information.

These rights may include the ability to:

Request access to personal information we maintain about you
Request correction of inaccurate information
equest deletion of certain personal information
Request information about how your personal information is used
Obtain a portable copy of certain information
Opt out of certain types of advertising or data processing, where applicable

Certain information may not be subject to these rights because of legal, financial-services, insurance, regulatory, recordkeeping, or other applicable exemptions.

To submit a privacy-related request, please contact us using the information below.

Financial and Insurance Privacy

TFG provides and facilitates financial and insurance-related services.

Depending on the specific product, service, carrier, provider, or relationship involved, additional privacy notices may apply.

When required, you may receive separate privacy notices from TFG, an insurance carrier, financial institution, investment provider, or other applicable company.

These notices may explain additional information practices and privacy rights related to your specific financial or insurance relationship.

Third-Party Websites

Our website may include links to third-party websites, services, social-media platforms, insurance carriers, financial institutions, or other providers.

These third parties operate under their own privacy policies and practices. We encourage you to review their privacy policies before providing personal information directly to them.

Contact TFG About Privacy

If you have questions about this Privacy & Security Notice, wish to submit a privacy-related request, or have concerns about how TFG handles personal information, please contact us:

TFG Tolbert Financial Group, LLC

7901 4th Street N., Suite 300

St. Petersburg, FL 33702

Phone: (561) 834-8823

Email: [email protected]

Updates to This Privacy Notice

We may update this Privacy & Security Notice from time to time to reflect changes in our business, services, technology, legal requirements, or privacy practices. When changes are made, we will update the date below.

Last Updated: September 14, 2026