Our Company Values
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
- People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
- Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
- Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
- Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
Jim Cooper
President, New Insight Financial
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.
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.