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Global Investment Strategies

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Global Investment Strategies

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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.

10/23/2026

𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗦𝘂𝗰𝗰𝗲𝘀𝘀𝗶𝗼𝗻.It means planning the transfer of ownership and leadership years in advance so the business can continue, or be sold, without forcing rushed decisions or unnecessary taxes.The benefit is control: you decide the timeline and the outcome instead of reacting to health, market, or family events.GIS will walk you through the process.

https://link.msgsndr.com/sp/1a9fb060017 | (520) 360-8177
3430 E Sunrise Dr, Suite 180, Tucson

10/21/2026

𝗘𝘀𝘁𝗮𝘁𝗲 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴. It means coordinating the documents, titles, and beneficiary designations so the assets you already built transfer the way you intend — not the way conflicting paperwork decides. The benefit is certainty: your family sees one clear plan instead of gaps that only appear later. GIS will walk you through the process.

https://link.msgsndr.com/sp/e176c489810 | (520) 360-8177
3430 E Sunrise Dr, Suite 180, Tucson, AZ 85718

10/19/2026

𝗜𝗻𝗰𝗼𝗺𝗲 𝗳𝗼𝗿 𝗹𝗶𝗳𝗲. It means structuring part of your assets so they send a reliable stream of income for as long as you need it — not just while a balance lasts.

The benefit is clarity: you know the money is lined up with the life you want to sustain, instead of hoping market returns or account balances will stretch far enough.
GIS will walk you through the process.

https://link.msgsndr.com/sp/18eb42bf0a1 | (520) 360-8177
3430 E Sunrise Dr, Suite 180, Tucson, AZ 85718

10/16/2026

𝗘𝘀𝘁𝗮𝘁𝗲 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗶𝗻𝗰𝗹𝘂𝗱𝗲𝘀 the documents that say who manages your affairs and who receives what you own.

A will and a revocable trust do different jobs. A will takes effect at death and is handled through the court. A revocable trust can hold assets during your life, and the person you name can manage those trust assets if you cannot, under the terms of the trust.

Global Investment Strategies will walk through how those documents fit together with you, alongside the legal, tax, and financial professionals you already have.

https://link.msgsndr.com/sp/a0c0d6e774c · (520) 360-8177

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

10/14/2026

𝗔 𝗹𝗶𝗳𝗲 𝗶𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲 𝗽𝗼𝗹𝗶𝗰𝘆 has three people to consider, and they do not have to be the same person.

The owner controls the policy and can change it, unless a beneficiary is named irrevocably. The insured is the person whose life the contract covers. The beneficiary is the person, or the trust, named to receive the death benefit. Knowing who fills each role tells you who can change the policy and who is named to receive the money.

Global Investment Strategies will walk through those three roles with you, alongside the professionals you already have.

glistrategies.com · (520) 360-8177

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

10/12/2026

𝗔𝗻 𝗮𝗻𝗻𝘂𝗶𝘁𝘆 𝗶𝘀 𝗮 𝗰𝗼𝗻𝘁𝗿𝗮𝗰𝘁 𝘄𝗶𝘁𝗵 𝗮𝗻 𝗶𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲 𝗰𝗼𝗺𝗽𝗮𝗻𝘆. You pay money in. The contract states what it pays, when the payments start, and how long they last.

Those three terms are the useful check. The amount, the start date, and the length of the payments are written in the contract. They are not the same in every annuity.

Global Investment Strategies will walk through those terms with you, alongside the professionals you already have.

glistrategies.com · (520) 360-8177

Educational only. Not investment, tax, or insurance advice. Payments depend on the contract and the insurance company’s ability to pay.

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

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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