Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Jim Cooper has been a Licensed Life and Health Agent and Income Planner for the last 10 years. He graduated from Lesley University with a Bachelors in Business Management and after graduation Jim spent 30 years working in the area of engineering within the Defense Industry. During that time he traveled around the world helping to resolve all types of system problems. This experience has helped Jim understand how to find flexible solutions to complex problems. Fundamental to Jim’s business approach is understanding that although everyone reaches retirement age each person has their own specific needs, goals, and dreams. Over the years Jim has found that the questions everyone has are how do they achieve their dreams and goals and how do they live in this new stage of their life. These are complex and very important questions so drawing from his past experience Jim works with his clients to understand all the issues surrounding their retirement. When all the information has been discussed and all the dreams and goals have been accounted for Jim and his clients then work together to create a straight forward and easy to follow retirement plan. Central to Jim’s business is creating long term, successful personal relationships which means that Jim treats every client with respect, patience and understanding.