Business Details
Your Trusted Partner for Financial Planning Solutions
Founded on the principle of prioritizing client needs, Harvest Wealth Partners began with humble beginnings in the financial planning industry. Our founder, Tim McKenna Sr., transitioned from the hospitality sector to the investment field in the 1980s, operating from his home laundry room with a commitment to ethical client service. Today, we serve individuals and businesses across Munster and Valparaiso, Indiana, offering tailored financial strategies for retirement, college savings, estate planning, and wealth management.Our team of CERTIFIED FINANCIAL PLANNERS and investment professionals combines decades of industry experience with a passion for community service, supporting organizations like the Food Bank of NWI and Special Olympics of NWI. We integrate these values into our work, focusing on long-term financial freedom while adhering to rigorous compliance standards through partnerships with LPL Financial and Private Advisor Group.
Services
Financial Planning
Tax Planning
Estate Planning
Wealth Management
College Planning
Retirement Planning
Business Services
Insurance
Highlights and features
- We offer personalized financial strategies tailored to individual client needs.
- Our team includes CFPs and a Chartered Financial Analyst with decades of experience.
- We maintain rigorous compliance standards through trusted industry partnerships.
- We prioritize community service through partnerships with local nonprofits.
- We provide transparent, ethical guidance without product sales influence.
Associations and certifications
- CFP
- CFA
- FINRA
- SIPC
- Registered Investment Advisor
Services
Financial Planning
We develop personalized financial strategies aligned with client goals, covering retirement readiness, college savings, and estate preservation. Our certified advisors analyze your unique situation to create actionable roadmaps for long-term stability. Services include cash flow management, debt reduction, and risk assessment to ensure comprehensive financial security.
Tax Planning
Our proactive tax planning services identify opportunities to minimize liabilities while maintaining compliance. We coordinate with CPAs to optimize deductions, credits, and retirement contributions. Specialized expertise in Indiana and federal tax regulations ensures clients retain more of their hard-earned income through strategic timing and structure.
Estate Planning
We help clients protect assets and legacy through customized estate plans. Services include wills, trusts, power of attorney documents, and beneficiary designations. Our approach ensures smooth wealth transfer while reducing probate complexity and tax exposure, working closely with legal professionals for holistic planning.
Wealth Management
Our investment advisory services manage portfolios using modern portfolio theory and risk-appropriate strategies. We offer diversified solutions across taxable and retirement accounts, with ongoing monitoring to adapt to market changes. The team includes a Chartered Financial Analyst specializing in precise portfolio construction and wealth preservation.
Business Services
We provide tailored financial solutions for business owners, including succession planning, employee benefit programs, and business valuation services. Our exit planning process ensures smooth transitions while optimizing tax efficiency. We also assist with retirement plans like 401(k)s and profit-sharing structures to support company growth.
People
Chad J. Mast
Managing Partner
A CERTIFIED FINANCIAL PLANNER with LPL Financial Series 7 and Series 66 registrations, Chad advises clients on investment strategies and retirement planning. His expertise combines practical experience with fiduciary responsibility to prioritize client needs.
Timothy J. McKenna Jr.
Managing Partner
As a Managing Partner with CFP certification and Ball State MBA in finance, Timothy oversees operations and client strategy. His academic background in finance and industry licensing supports comprehensive business and personal financial planning.
Daniel McKenna
Managing Partner
A Chartered Financial Analyst (CFA) designation holder, Daniel specializes in investment portfolio management. His Taylor University finance degree and industry licenses enable precise asset allocation and risk management strategies for high-net-worth clients.
Bryan G. Laverman
Certified Financial Planner
Bryan provides fee-based advisory services across Indiana and Illinois. His focus on unbiased guidance helps clients achieve financial goals through customized investment solutions and retirement planning strategies.
Nicholas A. Perazzolo
Certified Financial Planner
A Certified Kingdom Advisor and CFP, Nicholas integrates values-based planning with investment advice. His dual Series 7 and 66 licenses through LPL Financial support comprehensive wealth management for individuals and families.
Questions
What financial planning services do you offer for individuals?
We provide comprehensive individual services including retirement planning, college savings strategies, estate planning, tax optimization, and wealth management tailored to personal financial goals.
Do you work with business owners and corporations?
Yes, we specialize in business succession planning, employee benefit programs, retirement plans, and business valuation services to support long-term corporate growth and owner exit strategies.
What makes your investment advisory different?
Our team includes a Chartered Financial Analyst and CFPs who use modern portfolio theory with risk-appropriate strategies for personalized investment management and ongoing portfolio adjustments.
Are you affiliated with any custodians?
We partner with LPL Financial (member FINRA/SIPC) and Private Advisor Group, a Registered Investment Advisor, to provide compliant and diversified investment solutions.
What areas do you serve?
Based in Valparaiso and Munster, Indiana, we serve clients throughout Northwest Indiana with in-person and virtual financial planning consultations.
