520-360-8177

Caring, Trust & Expertise.

  • Our Mission is to honor the depth of the relationships and trust we have with our clients.
  • Our solutions solve complex estate and business situations with innovative life insurance, financing, and advisory services. Our solutions protect and grow assets and legacies.
  • Our solutions are cutting edge, providing unique opportunities specifically tailored to each client’s needs.
Doug McClure Our Team

Wealth Management Services

Who We Serve

Conversations about one’s personal and business financials and wealth are private and often intimate.
That is why we operate under the principle of One Degree of Separation,
Our clients are our family, our friends, or friends of our friends.

Business owners

Owners and Leaders of privately held and family businesses.

Family Estates

Families Focused on creating multi-generational wealth

Senior Executives

Executives with complex compensation packages

What We Offer

We provide custom life insurance, financing, and estate and business advisory solutions and services.

How We Work Together

Cares for Me Like Family

We begin with people we know, people who trust us and we trust them. Only from this foundation can we have open and frank discussions.

Creates a Plan that’s Right for Me

We ask the questions our clients ask themselves in those moments of quiet contemplation (and sometimes anxiety).

Experience and Expertise

Each client situation is unique. We explore to understand, and then bring resources to bear that are most appropriate for the situation.

Latest News

Financial education is important too us. We share educational material that can help you make important financial decisions.

5 Best Ever Tips for Building Relationships

There are so many variables at play in business relationships. There’s a lot to understand about what’s going on. These 5 tips don’t cover everything, but if you can master them, they will take you a long way. Defensiveness. This is acid on relationships. Do what you...

Selling or Buying

Selling - the act of providing goods or services for money. Buying - the act of procuring goods or services for money. They sound similar and ideally are similar. They are interdependent, yet they manifest themselves in different ways, and somehow they usually end up...

3 Reasons You Don’t Need Life Insurance for Your Business

If you can say no to the following five scenarios, you do not need any life insurance. Scenario #1 - When you die, it’s okay if your business dies with you. You are the owner of your very own privately-held company.  You started it, grew it, and made it successful. ...

My Business Is Too Small for Life Insurance

If you think that your business is too small to need life insurance, you are wrong.  In fact, the smaller a business is, the greater the need for life insurance. The need for life insurance is not a function of the size of business.  It is a function of planning for...

My Business Is Too Small for Life Insurance

If you think that your business is too small to need life insurance, you are wrong.  In fact, the smaller a business is, the greater the need for life insurance. The need for life insurance is not a function of size of business.  It is a function of planning for the...

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