NEW INSIGHT FINANCIAL - Key Persons
Jim Cooper is a Certified Financial Fiduciary and a National Social Security Advisor. Jim was employed for 30 years in the defense industry and while working earned a Bachelor's Degree in Business Management from Leslie University in Cambridge MA. Jim's career in the Defense Industry allowed him to travel the world conducting training classes and providing technical support to multiple companies and government agencies.
Over the last 12 years Jim has hosted over 100+ seminars on subjects from Social Security, Retirement Income Planning, Long Term Care and Medicare. One of Jim's strengths has always been the ability to take complex information and present it in a way that is easily understood. This approach has served his clients well when it comes to understanding all the pieces that are required to structure a sound and robust retirement plan.
A fundamental component of Jim's business model is to give back to the community. One way he accomplishes this is through his work with The Adult Financial Education Services. Through AFES Jim teaches the principles of how controlling your assets is vital to your retirement success, retirement income planning, maximizing Social Security and how to guarantee you can live your retirement dreams. Jim emphasizes a practical and fact-driven approach which identifies and clarifies all the key elements of the retirement process.