Financial Advisors · Tucson, Arizona
Doug McClure and Jay Clifford,working directly with you
The two of them read your documents, sit at your table, and answer the phone when you call. Whoever you meet first is who stays on your file, from that conversation through every year after it.
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Who you’d be working with
Two careers spent operating companies before advising on them
Neither of them started in financial services, and that shapes how the work gets done. 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 & 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 sits between your attorney and your CPA, a position neither of them occupies, and asks the questions neither one is being paid to ask.
Jay Clifford
Partner & Vice President
Jay built his career across broadcast and print media, working marketing, sales, finance, and operations at every level from the floor to senior leadership. It is an industry that runs on deadlines, contracts, and getting a complicated message across without losing the meaning, and 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.
He and Doug worked together for more than twenty-five years before GIS, across investment partnerships, commercial real estate financing, and a management consulting group. Two people who have already built things together read a plan differently than two who met at a firm.
Next step
Meet both of us, wherever suits you
No pitch and no product. Two partners in the room, 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.
Schedule a ConsultationNo obligation · We come to you · Tucson, Arizona