INCOME PLANNING COORDINATION · Tucson, Arizona

Stewardship • Collaboration • Legacy

Seventeen Years of Coordinated Financial Planning, One Advisor

Twenty-five years in executive leadership, seventeen running Global Investment Strategies. Doug McClure built and managed companies before he began coordinating income plans for the people who own them, and that sequence matters. Most of his work happens in conversations other advisors are not part of: what the estate attorney assumed, what the CPA is planning for, and where the retirement income strategy quietly contradicts both.

Doug's approach centers on stewardship: asking careful questions, listening closely, and building a plan around what a client actually wants rather than around a product. To Doug and the GIS team, serving as your planner means taking personal responsibility for what you have built.

Years in executive leadership and planning

Global Investment Strategies founded

Independent, with no proprietary products

FOR BUSINESS OWNERS PLANNING AN EXIT

The company is the asset. Business exit planning turns it into income

You have thought about getting out. What you have not seen is the sequence: what a valuation says the company is worth today, who can afford to buy it, how the proceeds are taxed, and how long each of those takes to arrange. Dividing it evenly among children is a separate problem, and it is where succession planning and your estate plan have to agree. Most of it has to be in place years before you are ready to leave.

PROBLEMS OWNERS USUALLY BRING US

• The buy-sell agreement exists but was never funded
• The business still runs on you being there every week
• Nobody has walked you through whether an ESOP is realistic
• The tax bill on a sale is a number nobody has run

FOR FAMILIES APPROACHING RETIREMENT

The savings are the asset. Retirement income planning turns them into a paycheck

You have thought about when to retire. What you have not settled is the order: which account to draw from first, when to claim Social Security, and what happens to the tax bill once required distributions begin. The savings are spread across accounts taxed three different ways, tied to a trust and an estate plan written years apart, and expected to last longer than anyone can predict.

PROBLEMS FAMILIES USUALLY BRING US

• Beneficiary forms may not match what the will says
• Nobody has told you how Arizona taxes your retirement income
• Long-term care has never come up in a single meeting
• The Roth window closes quietly once you stop working