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Global Investment Strategies

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Tucson, AZ
Global Investment Strategies

Global Investment Strategies (GIS) provides technical wealth stewardship for business owners and high-net-worth families.

Led by Doug McClure, we coordinate 7 pillars of planning—including ESOPs, CGAs, and Exit Strategies—to ensure a secure legacy. Our mission is to deliver simple solutions to complex estates, enhancing the value of family partnerships and public/private corporations. Since our founding in 2009, Global Investment Strategies Inc. (GIS) has placed or insured estates with a combined net worth of over $800 million. Our clients have included professional franchise owners, real estate investment companies, large apartment owners/managers, attorneys, and physicians as well as business owners and individuals of all income levels. No matter the size of the estate, our process is always the same – we build trust through in-depth service that delivers an end-product that is specific to your situation needs.

10/09/2026

𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗶𝗻𝗰𝗼𝗺𝗲 includes money you already receive: Social Security, a pension, and rental income.

Write down each one and the year it starts. For example, Social Security might start at 67, a pension at 65, and rental income may already be coming in. Income that has not started yet does not cover this year. The list shows what is already arriving, so the money already set aside can be lined up with what it is there to add.

Global Investment Strategies will walk through that list with you, alongside the professionals you already have. Educational only. Not investment, tax, or legal advice.

glistrategies.com · (520) 360-8177

10/07/2026

𝗨𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱 𝗬𝗼𝘂𝗿 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗜𝗻𝗰𝗼𝗺𝗲 𝗢𝗽𝘁𝗶𝗼𝗻𝘀
Write down each income source you already have, and the year it starts: Social Security, any pension, rental income, and required distributions.

The portfolio does not have to pay for your whole life. It only has to make up the difference between what you spend and the income that is already coming in.

Let’s take a look at that difference together.
Global Investment Strategies
(520) 360-8177
https://link.msgsndr.com/sp/a0c0d6e774c

10/03/2026

A person who wants to support a nonprofit usually starts with the gift itself. Then they think: what that gift could provide them.

One good reason for a charitable gift annuity is that it provides a fixed lifetime income stream while supporting a favorite nonprofit. The gift is made. The income is set. That is the check.

If you want that income mapped against what you already own, GIS will walk through it with you.

It’s Your Life. Keep It Yours.
(520) 360-8177
glistrategies.com

Educational only. Not legal, tax, or investment advice.

10/02/2026

**Five Minutes That Could Reshape Your Financial Outlook**

Here’s a practical exercise for Arizona business owners and legacy-minded families. Take a moment: split a piece of paper (or spreadsheet) in two.

- **Left Side:** List every significant asset—commercial properties, equity in your family business, brokerage or trust accounts, mineral rights—anything that appears on your net worth statement.

- **Right Side:** Write down the actual, recurring monthly income those assets deliver to your household.

Now, compare the two. Is your income column as robust as your asset list?

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**Assets Create Potential—But It’s Income That Funds Your Life**

Doug McClure, Founder of Global Investment Strategies, frequently reminds clients: a hefty balance sheet can appear formidable, but unless assets are structured to produce reliable income, your financial footing may not be as secure as it seems. The true planning mistake? Equating what you own with what you can spend.

Asset values are snapshots—a business can be worth seven figures on paper, a trust can hold multiple properties across Pima County, but that doesn’t guarantee a steady monthly income. Without income coordination, even the best-structured portfolio can leave gaps in your cash flow.

> Explore how GIS transforms holdings into predictable income streams on our [Retirement Income Planning](https://glistrategies.com/services/retirement-planning/) page.

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# # The Critical Role of Income Mapping in Retirement Planning

Building wealth (accumulation) is only half the equation. The other half—distribution—asks: what can these assets sustainably provide, and for how long?

Educational Only

10/01/2026

Responsible people usually do one simple thing first: they write down the monthly budget — housing, health, family, the life they want to sustain.

Then they consider the following: which accounts are actually built to send that income, and which ones are just growing a balance?

That is income planning. It is lining up money with the life you want to sustain. If you want that income mapped we will walk through it with you.

𝗩𝗶𝘀𝗶𝘁 𝗢𝘂𝗿 𝗪𝗲𝗯𝘀𝗶𝘁𝗲: https://link.msgsndr.com/sp/58d4e78e5af

08/03/2026

Planning for Retirement? Think Beyond the Nest Egg.

Retirement isn't just about how much you've saved — it's about how thoughtfully it's structured to support the life you want. Global Investment Strategies helps you explore retirement planning concepts built around your goals, not a one-size-fits-all template.

You work directly with our partners in private consultation — never a call center — with guidance that coordinates alongside your existing tax and financial professionals.

Serving Tucson and families nationwide since 2009.

📍 Tucson · Oro Valley · Catalina Foothills · Marana, AZ

GIS provides educational planning concepts and works alongside your qualified legal, tax, and financial professionals. Not investment, legal, or tax advice.

07/28/2026

Before autumn schedules pick in, late summer is a smart time to review your overarching financial roadmap to ensure it still reflects your personal life and long-term legacy.

At Global Investment Strategies, we guide families and business owners across Tucson and Southern Arizona through our 7 Pillars of Wealth Stewardship. Our education-first approach ensures your retirement, estate, and business decisions work together seamlessly rather than competing with one another. A few coordinated adjustments now can eliminate confusion and support far better follow-through for your family's future.

Key areas our team regularly coordinates include:

• Estate & Legacy Frameworks: Aligning beneficiary designations and titling in close coordination with your estate attorney. ⚖️
• Business Succession & Continuity: Developing clear transition timelines and risk strategies for business owners. 🧩
• Charitable Gift Planning: Blending philanthropic intent with reliable fixed-income concepts when appropriate. 🎓
• Employee & Leadership Transitions: Exploring ownership structures like ESOPs to determine the best operational fit. 📊

🌐 Connect With Our Tucson Office
Ready to align your family's financial roadmap? Start a Strategic Coordination conversation with our Southern Arizona team today.

📞 Call Us Directly: (520) 360-8177

Important Disclosure: This content is for general educational and illustrative planning purposes only. Global Investment Strategies (GIS) provides strategic wealth coordination and legacy concept planning; it does not provide formal legal, CPA, or specialized tax advisory services. All legal or tax decisions should be coordinated with your qualified professional advisors.

07/27/2026

Protect What You've Built — Estate Planning Concepts

The wealth and legacy you've worked a lifetime to build deserve a thoughtful plan for the future. Global Investment Strategies helps families explore estate planning concepts — so your wishes are clear and your loved ones are cared for.

We work directly with you in private consultation — never a call center — and coordinate alongside your attorney and tax professionals to help bring the full picture together.

Serving Tucson and families nationwide since 2009.

Tucson · Oro Valley · Catalina Foothills · Marana, AZ

GIS provides educational planning concepts and works alongside your qualified legal, tax, and financial professionals. Not investment, legal, or tax advice.

07/22/2026

It is late July, it’s smart to pressure-test the parts of your plan that depend on timing.
At Global Investment Strategies, we help families, executives, and business owners across Tucson and the Catalina Foothills connect the major elements of their financial lives—ensuring every decision aligns with your values, income, and legacy goals.

Mid-year is often an ideal moment to review beneficiary designations, verify trust and asset titling alignment, and evaluate how upcoming liquidity needs or life transitions may affect your long-term retirement income strategy.

Areas we coordinate across the 7 Pillars of Wealth Stewardship include:

Retirement Income Strategy: Distribution planning, tax-conscious sequencing, and evaluating how tools like annuities may—or may not—fit your overall plan.

Business Transition & Succession: Coordinating buy-sell structures, leadership continuity steps, and multi-generational legacy preservation.

Charitable & Planned Giving: Exploring how philanthropic goals can pair with dependable lifetime income, depending on your unique structure.

Our focus is always on education, stewardship, and helping you ask the right questions before making major financial decisions.

🏛️ Start a Conversation With Our Team
Whether you are based in Oro Valley, Marana, or the Foothills, we welcome an open discussion to help you bring clarity to your long-term vision.

👉 Call Our Tucson Office: (520) 360-8177

Important Disclosure: The material presented here is for general educational, informational, and illustrative planning purposes only. Global Investment Strategies (GIS) provides strategic wealth coordination and legacy education; it does not provide formal legal, tax, or corporate valuation advisory services. All legal or tax decisions should be coordinated with your qualified professional advisors.

07/22/2026

Mid-year is a smart time to pressure-test your long-term wealth plan. Across Tucson and the Catalina Foothills, retirement and legacy decisions are frequently made in isolated pieces—which can create unintended gaps over time.

At Global Investment Strategies, our work centers on Stewardship and Strategic Coordination to ensure your income plan, tax choices, and legacy intent actively support each other. Whether you are reviewing your broader retirement strategy, revisiting estate coordination, or verifying how account titles and beneficiaries align, taking a comprehensive view brings true peace of mind.

Key strategic areas our team helps local families evaluate include:

• Charitable Gift Annuities: Blending philanthropic goals with predictable lifetime income concepts.
• Business Succession Planning: Coordinating liquidity and continuity for business owners in Oro Valley and Marana.
• Risk Management & Insurance: Structuring solutions to protect family assets and maintain business liquidity.

(Disclaimer: Educational content only, not formal legal, tax, or accounting advice. Strategic decisions should always be coordinated with your qualified legal and tax professionals.)

Address

3430 E Sunrise Drive, Suite 180
Tucson, AZ
85718

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Telephone

(520) 360-8177

Website

https://glistrategies.com/, https://www.youtube.com/@GlobalInvestmentStrategies, https://www.linkedin.com/company/global

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