Jim Patton, MBA, ChFC® in

Jim Patton, MBA, ChFC®

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Financial Advisor at Lifetime Financial Growth of Indianapolis, LLC
📍 Greater Indianapolis, United States

Jim Patton is a Financial Advisor at Lifetime Financial Growth of Indianapolis, specializing in guiding veterans and their businesses. A graduate of the US Army War College, he focuses on business protection, employee retention, and exit strategies. People who have worked with him describe him as professional, intuitive, and a genuine "go-giver. "

Jims passion for serving the military community extends beyond his professional work, as evidenced by his focus on helping veterans transition to civilian life and business ownership. He has a keen interest in business strategy and leadership, keeping up with insights from sources like the Harvard Business Review.

Unique fact: Jim hosts a channel on the Indy Biz TV Show Network, where he provides business survival skill tips specifically for veterans.

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Experience
16 Years
Current Role
Financial Advisor
Location
Greater Indianapolis, United States
Personality Overview

How Jim shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Jim cares about

Veteran Financial Health
His entire practice is dedicated to helping veterans and veteran business owners align their financial resources with their personal and professional goals.
Business Owner Planning
He advises business owners on protection from loss, improving employee retention, and maximizing the proceeds from the eventual sale of their business.
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Career

Work history

12-2021
Financial Advisor
Lifetime Financial Growth of Indianapolis, LLC
1-2019 - 10-2021
Financial Advisor
West Point Financial Group
1-2019 - 10-2021
Financial Advisor at WestPoint Financial Group
West Point Financial Group
12-2018
Associate
World Financial Group (WFG)
12-2018
Consultant
DDI
In the press

Media appearances

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Education
2001 - 2003
MS
Indiana University Indianapolis
1996 - 1998
Graduate
US Army War College
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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