Income Planning · Tucson, Arizona
Income Planning That Considers Everything
Secure your family legacy with a properly titled and fully funded trust.
What We Do
Income planning coordination
Income planning coordination is the process of bringing every element of your financial life into a single, unified strategy. Rather than treating legal structures, tax strategies, and retirement distribution as separate decisions, coordination aligns them toward a shared purpose. Founded in Tucson in 2009, Global Investment Strategies serves as the central bridge—ensuring your wealth works in complete harmony to protect your lifestyle today and secure your legacy tomorrow.
Stewardship • Collaboration • Legacy
Leadership Rooted in Real Experience
Doug McClure spent 25 years in executive leadership, business development, and enterprise management. His firsthand experience gives him a deep respect for the hard work, sacrifice, and discipline required to create lasting wealth.
Today, Doug’s philosophy centers on true stewardship: asking thoughtful questions, listening deeply, and ensuring every client’s financial plan serves their true life goals. To Doug and the GIS team, serving as your planner means taking personal responsibility for protecting what you have built and bringing lasting peace of mind.
25+
Years working with business owners
2009
Global Investment Strategies founded
$100K – $500M
Range of estates served since founding
Two Paths
Choosing your starting point.
Whether you are stewarding a growing business or planning your personal legacy, align your strategy around what matters most to you.
For Business Owners
Navigating business ownership and continuity
Running a successful business requires balancing growth today with protection for tomorrow. Whether you are scaling operations, structuring succession, or evaluating future options, every decision impacts your tax position, your family, and your legacy. We help business leaders coordinate these moving parts long before a critical transition arrives.
- Buy-sell agreements that are fully funded and ready to protect your vision
- Real-time business valuation to support clear, informed decision-making
- Succession structures that seamlessly align with your personal estate plan
- Strategic liquidity, tax, and transition planning structured on your timeline
For Families
Securing personal wealth and family legacy
Creating a lasting financial legacy requires more than accumulating assets; it demands a clear, coordinated strategy for distribution and preservation.
- Income strategies designed to provide clarity, stability, and tax efficiency
- Estate and trust coordination that ensures your legacy passes as intended
- Proactive tax planning to preserve wealth across generations
- Beneficiary and asset alignment that protects your family’s long-term vision
Why GIS
Why families and business owners choose GIS
You work directly with partners, not a call center
Clients are never account numbers. GIS works with a small group of families and business owners, which is what makes each conversation private, unhurried, and focused on the long term.
Built for owners and multi-generational families
GIS is intentionally not built for the mass market. The work is narrow on purpose: business owners planning an exit, and families coordinating wealth across generations.
Independent, not captive
Doug represents life insurance, annuities, and investment options from a range of carriers rather than a single firm’s product shelf. Nobody upstairs sets a quota on what he is supposed to recommend.
Coordination, not another report
Most firms hand you a recommendation and leave the execution to you. GIS gets your attorney, your CPA, and your existing advisors into the same conversation, and stays until the pieces actually line up.
One Vision
Complete Alignment, Unified Strategy
True financial stewardship is about harmony. When your estate planning, tax strategy, insurance protection, succession, and income goals are thoughtfully coordinated, each element reinforces the next—opening up new possibilities for growth and preservation. Explore how a unified approach elevates your entire plan.
Six pillars, one plan
Each of these areas is usually handled by a different professional, in a different year. Select a pillar to see the ones it quietly changed.
-
Insurance
Moves 3 other areas
A policy you own personally sits inside your taxable estate. Ownership is an estate question, not an insurance one.
-
Tax strategy
Moves 4 other areas
Tax is downstream of everything. The trust type, the sale structure, and the gifting plan set the bill.
-
Business succession
Moves 3 other areas
How the business transfers sets the tax, the buy-sell funding, and what the estate actually receives.
-
Retirement income
Moves 3 other areas
What you draw and from which account changes your bracket, your estate, and what is left to transfer.
-
Charitable giving
Moves 2 other areas
Giving is a tax lever and an income lever at once. In isolation it is just generosity.
-
ESOP structures
Moves 2 other areas
An ESOP is a succession, tax, and liquidity decision at the same time. It fails when treated as only one.
In their words
Trusted across Tucson for two decades
Move From Complexity to Clarity
Have one conversation before you need to
No pitch and no product. A private review of what you already have, and an honest read on where the pieces don’t line up. You leave knowing more than when you walked in — whether or not you ever work with us.
Schedule a ConsultationConfidential · No obligation · Tucson, Arizona
Perspectives on planning and coordination
Is Social Security Taxed in Arizona? A 2026 Guide for Tucson Retirees
Quick Answer: No. Arizona does not tax Social Security benefits. The state exempts…
HNW Estate Planning Tucson | OBBBA Framework Guide
How high-net-worth Tucson families can use an OBBBA framework to coordinate estate planning,…
Tucson Wealth Planning: Building Weather Resilience
How Southern Arizona’s extreme weather, transit changes, and local economy are reshaping the…