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Terms and Policies

Privacy Policy

Effective Date: February 9, 2026

This Privacy Policy describes how TK & Co. Marketing, LLC. ("we," "us," or "our") collects, uses, maintains, and discloses information collected from users (each, a "User" or "you") of the www.launchclaritykit.com website ("Site") and our related digital products and services. This policy applies to the Site and all products and services offered by TK & Co. Marketing, LLC.

1. Introduction

We are committed to protecting your privacy and handling your data with transparency and care. This Privacy Policy outlines our practices regarding data collection, usage, security, and your rights concerning your personal information when you interact with our Site and purchase our digital products and services.

2. Information We Collect

We collect various types of information to provide and improve our services to independent financial advisors.

a. Personal Identification Information: We may collect personal identification information from Users in a variety of ways, including, but not limited to, when Users visit our site, register on the site, place an order, fill out a form, subscribe to a newsletter, respond to a survey, and in connection with other activities, services, features, or resources we make available. This may include:

  • Contact Information: Your full name, email address, phone number, and mailing address.

  • Account Information: Usernames and passwords (encrypted).

  • Payment Information: Details required for processing payments (e.g., credit card numbers, billing address), which are processed securely by third-party payment processors (like Wix Payments and PayPal) and not stored directly on our servers.

b. Business Information (Customized Services): When you purchase our customized services, such as the Launch Clarity Kit™, The Accelerator Bundle, or The Warm Leads Engine™, and complete our intake forms or related surveys, we collect detailed information about your business. These forms may be hosted on third-party platforms (e.g., Google Forms) to facilitate data collection. This includes, but is not limited to:

  • Your firm's name and legal structure.

  • Services you offer and your target client demographics.

  • Your existing brand assets, marketing preferences, and business goals.

  • Any other information you provide to help us create a customized marketing strategy and deliverables for your firm.

c. Non-Personal Identification Information: We may collect non-personal identification information about Users whenever they interact with our Site. Non-personal identification information may include:

  • Browser Information: The browser name, the type of computer or device.

  • Technical Information: Means of connection to our Site, such as the operating system and the Internet service providers utilized.

  • Usage Data: IP address, geographic location, pages visited, time spent on pages, clickstream data, and referral sources. This data helps us understand user behavior and improve our Site's functionality and content.

d. Communications Data: We collect information from your communications with us, including:

  • Consent Records: When you explicitly opt-in to receive email updates, newsletters, or sign up for "The Launch Clarity Club."

  • Direct Inquiries: Records of correspondence when you contact us for support, inquiries, or feedback.

3. How We Use Collected Information

TK & Co. Marketing, LLC. collects and uses Users' personal and business information for the following purposes:

  • To Process Transactions and Deliver Services: To fulfill your requests for information, deliver purchased digital products (e.g., Launch Clarity Kit™, Warm Leads Engine™), and provide the customized deliverables for our Concierge Setup. Your business information, including intake responses, is used solely for the creation of your custom deliverables and to tailor our services to your specific needs.

  • To Improve Customer Service: Your information helps us to more effectively respond to your customer service requests and support needs.

  • To Personalize User Experience: We may use information in the aggregate to understand how our Users as a group use the services and resources provided on our Site. This allows us to tailor content and offerings.

  • To Send Periodic Emails: If you opt-in to our mailing list, you will receive emails that may include company news, updates, related product or service information, etc. You can unsubscribe from receiving future emails at any time by following the detailed unsubscribe instructions at the bottom of each email.

  • For Internal Operations and Analytics: To operate, maintain, and improve our Site, products, and services, including troubleshooting, data analysis, testing, research, statistical, and survey purposes.

  • For Fraud Prevention: To detect and prevent fraudulent transactions and other illegal activities, and to protect the security of our Site and Users.

  • To Comply with Legal Obligations: To meet our legal and regulatory requirements, including responding to lawful requests from public authorities.

Crucial Note on Business Information and AI Processing: Your intake responses and business-specific information may be processed by AI tools (such as Gemini, ChatGPT, Claude, or other large language models) or internal systems to generate custom recommendations and deliverables. We do not share, sell, or rent your intake responses or business information with third parties for their marketing purposes. Your information is used exclusively for the creation of your custom deliverables, unless required by law (e.g., a court order).

4. Cookies & Tracking Technologies

Our Site uses "cookies" and other tracking technologies to enhance your experience and gather usage data. Cookies are small text files placed on your device.

We use the following types of cookies and tracking technologies:

  • Essential / Functional Cookies: These cookies are strictly necessary for the operation of our website, enabling core functionality such as page navigation, access to secure areas, and shopping cart features. The website cannot function properly without these cookies. No explicit consent is typically required for these.

  • Analytics Cookies: These cookies allow us to collect information about how visitors interact with our site, such as the number of visitors, the pages they visit, and the time spent on the site. This helps us understand user behavior, identify areas for improvement, and optimize our site's performance and usability. These are only activated with your consent. We use third-party analytics services (e.g., Google Analytics, via Wix) that may set their own cookies.

  • Marketing Cookies: These cookies may be used to deliver relevant marketing content and advertisements to you based on your interests and browsing history. They also help us track the effectiveness of our email campaigns or advertising efforts. These are only activated with your consent.

You have the option to accept or decline cookies. Most web browsers automatically accept cookies, but you can usually modify your browser setting to decline cookies if you prefer. You may also manage your cookie preferences through our website’s cookie banner, if available. Please note that disabling cookies may affect the functionality of the Site.

5. Your Data Protection Rights

We respect your privacy rights and provide you with the following rights regarding your personal data:

  • Right to Access: You have the right to request copies of your personal data we hold.

  • Right to Rectification: You have the right to request that we correct any information you believe is inaccurate or complete information you believe is incomplete.

  • Right to Erasure (Right to be Forgotten): You have the right to request that we erase your personal data, under certain conditions.

  • Right to Restrict Processing: You have the right to request that we restrict the processing of your personal data, under certain conditions.

  • Right to Object to Processing: You have the right to object to our processing of your personal data, under certain conditions.

  • Right to Data Portability: You have the right to request that we transfer the data that we have collected to another organization, or directly to you, under certain conditions.

  • Right to Withdraw Consent: Where we rely on your consent to process your personal data, you have the right to withdraw that consent at any time.

To exercise any of these rights, please contact us at tiffany@tkcomarketing.com. We will respond to your request within 30 days, except where restricted by law. We may require you to verify your identity before responding to such requests.

6. Data Retention & Security

We retain your personal data only for as long as necessary to fulfill the purposes for which it was collected, including for the purposes of satisfying any legal, accounting, or reporting requirements.

We adopt appropriate data collection, storage, and processing practices and security measures to protect against unauthorized access, alteration, disclosure, or destruction of your personal information, username, password, transaction information, and data stored on our Site. This includes using Wix’s built-in security protections, which employ industry-standard security protocols to safeguard your data.

In the unlikely event of a data breach, we will follow all applicable legal protocols and notify affected Users if required by law.

7. International Data Transfers

Our Site is hosted on the Wix platform, which may store data on servers located in various regions, including the United States and the European Union. When transferring your personal data outside of your region, we ensure that appropriate safeguards are in place to protect your data, such as relying on recognized legal mechanisms like Standard Contractual Clauses or ensuring that the recipient country is deemed to provide an adequate level of data protection.

8. Third-Party Service Providers

We utilize various third-party service providers to assist with the operation of our Site, the provision of our services, and data collection. These providers may include, but are not limited to, payment processors (Wix Payments, PayPal), analytics services (Google Analytics), and form hosting platforms (Google Forms). These third parties have their own privacy policies and terms of service, and we encourage you to review them. We select reputable providers who adhere to strong security and privacy standards.

9. Third-Party Websites

Users may find advertising or other content on our Site that links to the sites and services of our partners, suppliers, advertisers, sponsors, licensors, and other third parties. We do not control the content or links that appear on these sites and are not responsible for the practices employed by websites linked to or from our Site. These sites and services may have their own privacy policies and customer service policies. Browsing and interaction on any other website, including websites that have a link to our Site, is subject to that website's own terms and policies.

10. Children's Privacy

Our Site is not intended for individuals under the age of 18. We do not knowingly collect personally identifiable information from anyone under the age of 18. If you are a parent or guardian and you are aware that your child has provided us with personal data, please contact us. If we become aware that we have collected personal data from children without verification of parental consent, we take steps to remove that information from our servers.

11. Changes to This Privacy Policy

TK & Co. Marketing, LLC. has the discretion to update this privacy policy at any time. When we do, we will revise the "Effective Date" at the top of this page. We encourage Users to frequently check this page for any changes to stay informed about how we are helping to protect the personal information we collect. You acknowledge and agree that it is your responsibility to review this privacy policy periodically and become aware of modifications. For significant changes, we will endeavor to notify you via email or a prominent notice on our Site.

12. Contacting Us

If you have any questions about this Privacy Policy, the practices of this site, or your dealings with this site, please contact us at:

TK & Co. Marketing, LLC. Email: tiffany@tkcomarketing.com

 

Terms of Service

Effective Date: February 2026

These Terms of Service ("Terms") constitute a legally binding agreement between you ("User," "Client," or "you") and TK & Co. Marketing, LLC. ("we," "us," or "our") governing your access to and use of the www.launchclaritykit.com website ("Site"), our digital products, and related services.

1. Introduction

Welcome to TK & Co. Marketing, LLC. We provide specialized digital marketing resources and done-for-you setup services designed to help independent financial advisors build and grow their firms. By accessing or using our Site, purchasing our products, or engaging our services, you agree to comply with and be bound by these Terms. Please read them carefully.

2. Acceptance of Terms

By using or purchasing any product or service from this Site, you signify your acceptance of these Terms. If you do not agree to these Terms, please do not use our Site or services. Your continued use of the Site following the posting of changes to these Terms will be deemed your acceptance of those changes.

3. Geographic Availability

The services and products offered by TK & Co. Marketing, LLC, including the Launch Clarity Kit™, Warm Leads Engine™, and Accelerator Bundle, are designed for and available to financial planners operating in the United States. All strategy, compliance references, and marketing guidance are based on U.S. regulations, including FINRA, SEC, and CFP Board standards. Purchasing from outside the United States is not recommended, as the content may not be applicable to your regulatory environment. TK & Co. Marketing, LLC reserves the right to refund and cancel orders placed from outside the United States.

4. Products & Services

TK & Co. Marketing, LLC. offers various products and services, including:

a. The Launch Clarity Kit™ (Digital Product):

  • Description: A comprehensive, personalized digital kit providing a complete brand and marketing strategy for your financial advisory firm, including brand identity and messaging frameworks, ideal client profiling, service positioning, visual style guidance, LinkedIn optimization, website strategy, lead generation frameworks, email nurture strategy, a 60-day implementation roadmap, and a supporting tool.

  • License: Upon purchase, you are granted a limited, non-exclusive, non-transferable license to use the Launch Clarity Kit™ and its components for your personal use or for the internal use of your single financial advisory firm.

  • Restrictions: You may not resell, redistribute, repurpose, sublicense, or otherwise make available the Launch Clarity Kit™ or its contents to any third party outside of your immediate firm. You may not reverse-engineer, decompile, or disassemble any part of the Kit.

b. The Accelerator Bundle (Digital Product):

  • Description: Includes The Launch Clarity Kit™ and The Warm Leads Engine™, purchased together at a bundled rate., offering advanced strategies and templates for client nurturing, referral generation, and content ideas.

  • License: Similar to The Launch Clarity Kit™, this bundle is licensed for your personal use or for the internal use of your single financial advisory firm.

  • Restrictions: All restrictions applicable to The Launch Clarity Kit™ also apply to The Accelerator Bundle and its components, including the Warm Leads Engine™

c. The Warm Leads Engine™ (Digital Product):

  • Description: A personalized digital product providing done-for-you lead magnet content, a complete email nurture sequence, and supporting lead generation and tracking tool designed to complement and build upon the brand and marketing strategy established in The Launch Clarity Kit™.

  • License: Upon purchase, you are granted a limited, non-exclusive, non-transferable license to use the Warm Leads Engine™ and its components for your personal use or for the internal use of your single financial advisory firm.

  • Restrictions: All restrictions applicable to The Launch Clarity Kit™ also apply to the Warm Leads Engine™. You may not resell, redistribute, repurpose, sublicense, or otherwise make available the Warm Leads Engine™ or its contents to any third party outside of your immediate firm.

 

c. General Product & Service Terms:

  • No Guarantees of Results: While our products and services are designed to provide strategic clarity and effective marketing foundations for financial advisors, TK & Co. Marketing, LLC. makes no guarantees regarding specific client acquisition, revenue, business growth outcomes, or any financial performance. Your individual results will depend on various factors, including your effort, market conditions, implementation, and other external factors beyond our control.

  • Not Financial, Legal, or Compliance Advice: You understand and acknowledge that TK & Co. Marketing, LLC. provides marketing strategy, brand development, and technical setup services only. We are not financial advisors, legal counsel, or compliance experts. Our services do not constitute financial, legal, investment, tax, or compliance advice. You are solely responsible for ensuring your marketing materials, business practices, and any content you use or publish comply with all applicable laws and regulations (including, but not limited to, SEC, FINRA, state-specific securities laws, advertising rules, and other regulatory bodies). You agree to seek independent legal and compliance counsel for your firm.

5. Pricing, Payments & Refunds

a. Pricing: Prices for our products and services are displayed on our Site and are subject to change without prior notice. All prices are in USD unless otherwise stated.

b. Payments: We accept payments via Wix Payments, which includes major credit cards and PayPal. We may also offer "Buy Now, Pay Later" (BNPL) options through third-party providers (e.g., PayPal Pay Later). You understand that if you choose a BNPL option, your agreement is with the third-party provider, who typically pays us the full amount upfront, and you will make installment payments to them. We do not offer direct installment plans managed by TK & Co. Marketing, LLC.

c. Refunds & Delivery Timing:

  • Delivery Timing: We aim to deliver the Launch Clarity Kit™ , The Accelerator Bundle, and The Warm Leads Engine™ via digital access promptly after receipt of your completed payment and intake form. Delivery times may vary depending on current workload, the completeness of your responses, and other factors. We will endeavor to notify you if we anticipate significant delays.

  • No Refunds: Due to the customized, digital, and intellectual property nature of the Launch Clarity Kit™, The Accelerator Bundle, and The Warm Leads Engine™ and all associated services, all sales are final and non-refundable once payment has been processed and work has commenced or access to digital materials has been granted. By purchasing, you agree to these terms and acknowledge that delivery timelines are estimates, not guarantees.
     

6. Intellectual Property

a. Your Content: You retain all ownership rights to the information, content, and materials you provide to us for the purpose of creating your customized deliverables (e.g., firm name, service descriptions, existing brand assets). You grant TK & Co. Marketing, LLC. a limited, non-exclusive, royalty-free license to use, reproduce, modify, and display your provided content solely for the purpose of creating and delivering your purchased product or service. You represent and warrant that you own or have the necessary licenses, rights, consents, and permissions to use and authorize us to use all content you provide.

b. Our Content: All methodologies, frameworks, templates, digital assets, and any other underlying content provided by TK & Co. Marketing, LLC. on the Site or as part of our products and services (including, but not limited to, the Launch Clarity Kit™ and Warm Leads Engine™) are the exclusive intellectual property of TK & Co. Marketing, LLC. and are protected by copyright, trademark, and other intellectual property laws. All rights are reserved.

  • Restrictions on Use: Unless explicitly stated otherwise in writing, these materials are provided for your internal use only within your single financial advisory firm. You agree not to copy, reproduce, modify, distribute, sell, lease, sublicense, publish, display, perform, adapt, edit, or create derivative works from our materials without our express prior written permission. You may not reverse-engineer, decompile, or disassemble any part of our digital products.
     

7. User Conduct

You agree to use our Site and services only for lawful purposes and in a manner that does not infringe the rights of, restrict, or inhibit anyone else's use and enjoyment of the Site. Prohibited behavior includes harassing or causing distress or inconvenience to any other user, transmitting obscene or offensive content, or disrupting the normal flow of dialogue within our Site.

8. Third-Party Links

Our Site may contain links to third-party websites or services that are not owned or controlled by TK & Co. Marketing, LLC. We have no control over, and assume no responsibility for, the content, privacy policies, or practices of any third-party websites or services. You further acknowledge and agree that TK & Co. Marketing, LLC. shall not be responsible or liable, directly or indirectly, for any damage or loss caused or alleged to be caused by or in connection with the use of or reliance on any such content, goods, or services available on or through any such websites or services. We strongly advise you to read the terms and conditions and privacy policies of any third-party websites or services that you visit.

9. Disclaimer of Warranties

Our Site, digital products, and services are provided "as is" and "as available" without any warranties of any kind, either express or implied. To the fullest extent permissible pursuant to applicable law, TK & Co. Marketing, LLC. disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, fitness for a particular purpose, and non-infringement. We do not warrant that the functions contained in the Site or our products will be uninterrupted or error-free, that defects will be corrected, or that the Site or the server that makes it available are free of viruses or other harmful components. We do not guarantee specific results from the use of our products or services. Your use of the Site and our products/services is at your sole risk.

10. Limitation of Liability

In no event shall TK & Co. Marketing, LLC., nor its directors, employees, partners, agents, suppliers, or affiliates, be liable for any indirect, incidental, special, consequential, or punitive damages, including without limitation, loss of profits, data, use, goodwill, or other intangible losses, resulting from (i) your access to or use of or inability to access or use the Site or products; (ii) any conduct or content of any third party on the Site; (iii) any content obtained from the Site; and (iv) unauthorized access, use, or alteration of your transmissions or content, whether based on warranty, contract, tort (including negligence), or any other legal theory, whether or not we have been informed of the possibility of such damage, and even if a remedy set forth herein is found to have failed of its essential purpose. Our total liability to you for any and all claims arising out of or in connection with these Terms or your use of our products/services shall not exceed the amount paid by you for the specific product or service in question.

11. Indemnification

You agree to defend, indemnify, and hold harmless TK & Co. Marketing, LLC. and its licensee and licensors, and their employees, contractors, agents, officers, and directors, from and against any and all claims, damages, obligations, losses, liabilities, costs or debt, and expenses (including but not limited to attorney's fees), resulting from or arising out of a) your use and access of the Site or products/services; b) your breach of these Terms; or c) your use of our materials in a manner that leads to compliance issues or legal claims against you or us.

12. Termination

We may terminate or suspend your access to our Site and services immediately, without prior notice or liability, for any reason whatsoever, including without limitation if you breach the Terms. All provisions of the Terms which by their nature should survive termination shall survive termination, including, without limitation, ownership provisions, warranty disclaimers, indemnity, and limitations of liability.

13. Governing Law & Dispute Resolution

These Terms shall be governed and construed in accordance with the laws of the State of South Carolina, United States, without regard to its conflict of law provisions. Any dispute, controversy, or claim arising out of or relating to these Terms or the breach, termination, or validity thereof shall be settled by binding arbitration in accordance with the rules of the American Arbitration Association, conducted in your county of residence within South Carolina. The decision of the arbitrator shall be final and binding upon both parties.

14. Changes to These Terms

We reserve the right, at our sole discretion, to modify or replace these Terms at any time. If a revision is material, we will try to provide at least 30 days' notice prior to any new terms taking effect. What constitutes a material change will be determined at our sole discretion. By continuing to access or use our Site or services after those revisions become effective, you agree to be bound by the revised terms. If you do not agree to the new terms, please stop using the Site and services.

15. Contact Us

If you have any questions about these Terms, please contact us at:

TK & Co. Marketing, LLC. Email: tiffany@tkcomarketing.com

Launch Clarity Club

Marketing ideas for financial planners. Sent only when I have something worth sharing.

Welcome to the Launch Clarity Club

A space for financial planners who'd rather serve clients than stress over marketing. Short emails. Occasional. Worth your time or I won't send it.

 

No commitment. Unsubscribe anytime.

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©2025 TK & Co. Marketing, LLC. All Rights Reserved.

TK & Co. Marketing, LLC

6650 Rivers Ave. STE 100

Charleston, SC 29406

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​*Disclaimer: TK & Co. Marketing, LLC and its products (Launch Clarity Kit™, Warm Leads Engine™, Accelerator Bundle, The Launch Clarity Club) are not affiliated with, endorsed by, or registered with FINRA, the SEC, or the CFP Board. All content is for informational and strategic planning purposes only — not legal, financial, or regulatory advice. Outcomes depend on your business, market, and effort. Always consult your compliance and legal advisors before implementing marketing or client-facing materials.

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