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 is a Certified Financial Fiduciary® and the founder of New Insight Financial, where he works with individuals and couples approaching retirement or already retired. His practice focuses on helping retirees understand how taxes, income timing, healthcare costs, and long-term decisions interact—often in ways that are not obvious until it is too late to adjust easily. Before entering the financial services profession, Jim spent over three decades in the defense industry, where he held technical and leadership roles that required precision, accountability, and the ability to clearly explain complex systems. That background continues to shape his approach to retirement planning: structured, disciplined, and grounded in how systems actually behave under real-world conditions. Jim’s work centers on one core belief: retirement planning is not just about accumulating assets, but about preserving control. Much of his advisory work focuses on identifying hidden risks inside otherwise “successful” retirement plans—particularly tax exposure, forced income, and the loss of flexibility that can emerge later in life. He is known for helping clients slow the decision-making process down, reduce unnecessary complexity, and regain clarity before making irreversible choices. As an advisor, Jim helps clients ask better questions—about timing, trade-offs, and long-term consequences—so decisions are made intentionally rather than by default. His approach is especially valued by clients who want thoughtful guidance without pressure, and who appreciate clear explanations over sales-driven recommendations. Jim lives and works in Florida and serves retirees and pre-retirees across the country. When he is not working with clients, he spends his time writing, teaching, and developing educational resources designed to help people approach retirement with greater confidence and fewer surprises.