Privacy Policy

Effective date: July 27, 2026
Last updated: August 14, 2026

Global Investment Strategies ("GIS," "we," "us," or "our") operates the website at glistrategies.com. This policy explains what information we collect, why we collect it, how we use it, and the choices you have. It applies to this website, our forms, our email, and our text messages.

By using this site or submitting a form, you agree to the practices described here. If you do not agree, please do not use the site.

Who we are

Global Investment Strategies is a planning firm based in Tucson, Arizona. We work with families and business owners on estate planning, business succession, retirement and income planning, insurance, charitable giving, ESOP structures, and related coordination.

Address: 3661 N Campbell Ave, Suite 210, Tucson, AZ 85719
Phone: (520) 360-8177
Email: office@glistrategies.com

Information you give us

You can browse most of this site without telling us who you are. When you fill out a form, request a consultation, call us, text us, subscribe to updates, or complete an assessment, we may collect:

Your name
Your email address
Your mobile or business phone number
Your preferred meeting location or appointment preference
The planning topic you are interested in
Any message, question, or notes you choose to send us

You choose what to share. Please do not send account numbers, Social Security numbers, tax identification numbers, or other sensitive financial details through the website or by unencrypted email. If we need that information to serve you, we will collect it through a secure channel after you become a client.

Information we collect automatically

Like most websites, ours collects certain technical information when you visit:

IP address and general geographic location
Browser type, device type, and operating system
Pages viewed, time on page, and the order pages were visited
The referring website, link, or search that brought you here
Date and time of your visit

We use this to understand how the site is performing and to improve it. We do not use it to identify you personally.

Cookies and tracking technologies

We use cookies and similar technologies on this site. A cookie is a small text file placed on your device that helps a site remember your visit.

We currently use the following services:

Google Analytics to measure traffic and site performance
Google Tag Manager to manage the tracking scripts on the site
Google Search Console to monitor how the site appears in search results
Google Maps to display our location on the contact page
Meta Pixel to measure the performance of advertising and to show relevant ads on Meta platforms
Trustindex to display reviews we have received
Scheduling, form, and CRM tools to book appointments and to receive, route, and store the information you submit

These services may set their own cookies and collect data under their own privacy policies. You can control cookies through your browser settings. Blocking cookies may affect how parts of the site work.

You can opt out of Google Analytics using the browser add-on Google provides at tools.google.com/dlpage/gaoptout. You can manage ad personalization in your Meta account settings.

Text messaging and mobile information

If you give us your mobile number and consent to receive text messages, we may send you appointment confirmations, replies to your questions, educational insights, and service updates.

We do not sell, rent, or share your mobile phone number or SMS consent with third parties or affiliates for their own marketing or promotional purposes. Text messaging originator opt-in data and consent are never shared with any third party for marketing purposes. We share mobile information only with the vendors that help us deliver our own messages, and only so they can perform that service for us.

Message frequency varies. Message and data rates may apply. Reply STOP at any time to stop receiving messages. Reply HELP for help. Consenting to text messages is not a condition of any purchase or service.

How we use your information

We use the information we collect to:

Respond to your question or consultation request
Schedule and confirm appointments
Provide the planning services you ask us about
Send educational content and service updates you have asked to receive
Improve the website, our content, and our services
Measure the performance of our marketing
Meet our legal, regulatory, and recordkeeping obligations

How we share your information

We do not sell your personal information. We do not rent it. We do not trade it.

We may share information in these situations:

Service providers. Companies that host our site, deliver our email and text messages, run our CRM, or provide analytics. They may only use the information to perform work for us.
Your own professionals. If you ask us to coordinate with your attorney, CPA, or another advisor, we will share what is needed to do that work. We ask first.
Insurance and financial companies. If you apply for a product through us, the information you provide goes to the carrier or institution handling that application.
Legal requirements. When we are required to respond to a subpoena, court order, regulator, or applicable law.
Business transfer. If our firm is ever merged, acquired, or reorganized, information may transfer as part of that transaction.

Confidentiality of client information

If you become a client, we treat your nonpublic personal information as confidential. We restrict access to employees and service providers who need it to serve you. We maintain physical, electronic, and procedural safeguards intended to protect it. We do not disclose client information to anyone except as permitted by law or as described in this policy.

Data security

We use reasonable safeguards to protect the information we hold, including secure hosting and encrypted connections. No website or method of transmission is completely secure. We cannot guarantee absolute security, and you send information to us at your own risk.

If you believe your interaction with us is no longer secure, contact us using the details above.

How long we keep information

We keep personal information for as long as needed to serve the purpose it was collected for, to maintain our business records, and to meet legal and regulatory retention requirements. When we no longer need it, we delete it or make it anonymous.

Your choices and rights

You can:

Unsubscribe from our emails using the link at the bottom of any message
Reply STOP to any text message to stop receiving texts
Ask us what personal information we hold about you
Ask us to correct information that is wrong
Ask us to delete information, subject to our legal and recordkeeping obligations
Ask us to stop using your information for marketing

To make a request, contact us at office@glistrategies.com or (520) 360-8177. We may need to verify your identity before we act. We will not discriminate against you for exercising these rights.

Residents of some states, including California, have additional rights under state privacy law. We honor those rights where they apply. Contact us using the details above and tell us which state you live in.

Do Not Track and browser privacy signals

Some browsers send a "Do Not Track" signal, and some send a Global Privacy Control signal. There is no common industry standard for how to respond to Do Not Track, and our site does not currently respond automatically to either signal. You can exercise the choices described above by contacting us directly, and we will honor them.

Children's privacy

This site is meant for adults. We do not knowingly collect personal information from anyone under 18. If you believe a minor has given us information, contact us and we will delete it.

Third-party links

Our site links to other websites, including Google, social media platforms, and the sites of carriers and professional partners. We do not control those sites and we are not responsible for their content or their privacy practices. Read their policies before sharing information with them.

Educational content disclaimer

The content on this website, including articles, guides, calculators, and assessments, is educational. It is not legal, tax, investment, or individualized financial advice. Using this site or one of our tools does not create an advisory relationship. Talk to qualified legal, tax, and financial professionals before making decisions.

Changes to this policy

We may update this policy as our practices, technology, or the law change. When we do, we will revise the "Last updated" date at the top of this page. Material changes will be posted here. Continued use of the site after an update means you accept the revised policy.

Contact us

Questions about this policy or about how we handle your information:

Global Investment Strategies
3661 N Campbell Ave, Suite 210
Tucson, AZ 85719
Phone: (520) 360-8177
Email: office@glistrategies.com