James Cooper

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James Cooper

New Insight Financial

(863) 589-6798

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Jim Cooper is a Certified Financial Fiduciary® with more than fifteen years of experience guiding retirees and pre-retirees through the complex landscape of Social Security, Medicare, long-term care, and retirement income planning. Prior to entering the financial industry, Jim spent 30 years in the defense sector, where he traveled the world conducting training programs and providing high-level technical support to government agencies and private organizations.

He earned his Bachelor’s Degree in Business Management from Lesley University in Cambridge, Massachusetts. His global experience, combined with his technical background, shaped his signature teaching style: the ability to take complex concepts and present them in a clear, practical, and easy-to-understand way.

Over the course of his financial career, Jim has hosted more than 140 educational seminars, helping thousands of individuals gain clarity and confidence in their retirement planning. His integrated approach—blending financial expertise, real-world experience, and a passion for education—has made him a trusted guide for those seeking a safe, structured, and meaningful retirement.

Please mention you found me on Medicare Agents Helpline to help support more kids with cancer ❤️

Products Offered:
Medicare Supplement, Medicare Advantage, Life Insurance, Final Expense, Dental Plans, Annuities, Long Term Care, Retirement Planning, Prescription Drug Plans, Cancer/Heart/Stroke, Financial Advisors

States Serviced
FLorida, New Hampshire, Maine, Massachusetts

Articles & Insights from James Cooper

Happy senior couple planning their retirement, reviewing Medicare and financial paperwork at a sunny kitchen table.
Retirement Planning Sep 29, 2026
Smart Retirement Steps: Navigating Medicare & Financial Planning
Prepare for a comfortable retirement by understanding key financial and Medicare steps. Learn how to optimize your health coverage and secure your financial future.
 Happy senior couple reviewing investment documents and financial plans at home, planning their secure retirement.
Investment Services Sep 29, 2026
Smart Investments for Seniors: Securing Your Financial Future
Navigating investments in your senior years requires a strategic approach. Discover secure, growth-oriented options to protect and grow your retirement savings effectively.
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