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.

8 Estate Planning Tips

We recently met with a group of successful ranchers and farmers. As you can imagine, working the land is a very hands-on business, with active involvement by multiple members of the family. That is the case with the group we met. Our purpose in meeting was to discuss...

If Cash Is King, then Why is the Jester in Charge?

How to keep your Finances from Being a Royal Mess Do you ever have days like that? Days that it feels like the Jester is in charge of your finances? As a CPA, I have worked with 1,000s of small business owners and have made a startling discovery. Those who have made...

Advanced Life Insurance Solutions for High Net-Worth Clients

What does Global Investment Strategies do? Our company provides a unique analytical service for High Net Worth clients! We have access to the world's best life insurance for clients posting a 15 million estate, with cost efficiencies through premium funding/finance...

How You Listen Impacts Sales Success

Listening well is a foundational tenet for sales success. Therefore, being cognizant of how we hear is critical because it profoundly impacts conversations, relationships, and results. Before exploring the impact of listening to sales, let me quickly share eight...

How to Stand Out in an RFP Situation

Have you ever responded to an RFP? A tedious process to put it mildly. A customer, through a very structured buying process, is attempting to gather as much information as possible about the various vendors they are evaluating. They want to know whether the vendor can...

7 Sales / Marketing (Life) Lessons

To be successful in sales, focus, make things better for others, realize you need relationships to be successful, and enjoy the journey. Sounds simple to say, but it’s not so simple to do. Let me offer seven lessons very apropos for the sales and marketing arena, and...

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