Global Investment Strategies
ID: #1430333
Listed In : Financial Advisors
Business Description
Global Investment Strategies is an independent income planning coordination firm in Tucson, Arizona, founded in 2009 and led by Doug McClure and Jay Clifford. We work alongside clients' existing attorneys, CPAs, and insurance professionals so that estate documents, business agreements, tax positions, and retirement income strategies agree with one another. Business owners work with us on succession planning, buy-sell agreement funding, and ESOP structures. Retiring families work with us on retirement income planning, estate and beneficiary coordination, charitable gift annuities, and life insurance planning. We meet clients at our office on East Sunrise Drive, at their home, or at their place of business. Serving Tucson, Oro Valley, Marana, and the Catalina Foothills.
Business Hours
Monday : 08:00 - 17:00
Tuesday : 08:00 - 17:00
Wednesday : 08:00 - 17:00
Thursday : 08:00 - 17:00
Friday : 08:00 - 17:00
Saturday - Closed
Sunday - Closed