Our Team · Tucson, Arizona

Two Partners. No Layers In Between.

Doug McClure and Jay Clifford are the two people you would work with — the same two who read your documents, sit at your table, and answer the phone when you call. There is no associate handling the file after the first meeting, because there is no associate.
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Estate Planning Business Planning Retirement Planning Charitable Gift Annuities Insurance ESOP Structures Serving Tucson Since 2009 (520) 360-8177 Estate Planning Business Planning Retirement Planning Charitable Gift Annuities Insurance ESOP Structures Serving Tucson Since 2009 (520) 360-8177

Who you’d be working with


Both of us came from running things

Neither of us started in financial services, and that shapes how we work. When you have made payroll, carried debt, and sold something you built, you ask different questions about a plan than someone who has only ever advised on one.

Doug McClure, Founder and Managing Partner of Global Investment Strategies

Doug McClure

Founder & Managing Partner

Doug spent more than twenty-five years in land development, television station ownership, and turnaround work with underperforming businesses before founding Global Investment Strategies in 2009. He has made payroll, carried debt, and sold companies — which is why he approaches planning as an architect rather than a salesman.

He is an independent broker, representing life insurance, annuities, and investment options from a range of carriers rather than a single firm’s product shelf. He is not your attorney and not your CPA, and that is precisely why he can sit between them and ask what neither one is being paid to ask.

Jay Clifford, Partner and Vice President of Global Investment Strategies

Jay Clifford

Partner & Vice President

Jay built his career in media and broadcast, an industry that runs on deadlines, contracts, and getting a complicated message across without losing the meaning. He brings that to planning as a pragmatic read on growth and risk.

His job on a file is making sure your actual intent survives translation into a financial structure. Plans fail more often from a detail lost between people than from a bad strategy, and catching that is a specific skill.

In their words


What working with both of us is like

Two partners on a file means two people who have read your documents and can answer for them. Here is how that lands with the people who have been through it.

What stands out about Doug and Jay is their commitment to education before recommendation. Their process is focused on helping clients understand their options rather than simply selling financial products.

SC Sal Cabibo Former Banking Executive · Tucson

One of Doug’s greatest strengths is taking complex planning challenges and explaining them in a way that is practical and actionable. He tells people what they need to hear, with honesty and respect.

SH Suzette Hrubes Entrepreneur · Southwest
4.9 across 18 Google reviews

Start with a conversation


Come meet both of us

No pitch and no product. You get both partners, at your kitchen table or your office, going through what you already have. If we are not the right fit, we will say so in the first conversation.

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No obligation · We come to you · Tucson, Arizona