Vision & Mission

Vision & Mission

At Harvest Financial Planning, LLC, we believe money is a resource that can open new pathways, and that belief is what drives us as we work with our clients towards their goals.  Our team of compassionate financial advisors offers advice on a number of financial concerns.  But that’s just at the surface of what we do. Our commitment to you, our valuable client, can be traced back to our company’s foundation.

Who We Are

Our financial planning business has very humble beginnings. Our founder, Tim McKenna Sr., worked in the hospitality industry for a small, family-owned beverage company, but had a growing interest in the investment industry in the 1980s. About 10 years later, Tim made the investment and financial planning business his part-time vocation. He affiliated with a small firm and began working with clients who were new to investing, all the while making phone calls using a telephone in his home’s laundry room—humble beginnings indeed. He subscribed to one basic philosophy: “Do what’s right for the client, and everything else will take care of itself.”

In 1993, financial planning became Tim’s full-time vocation. After a year of working full-time at home, he opened his first office in South Holland, Illinois, and began to bring in other advisors. With the help of his wife, Nancy, who worked unpaid while taking care of their five children, our firm had a successful start.

In 2002, we moved to a newer office in Schererville, IN and in 2008 built and moved into our current offices nearby. At the beginning of 2020, we opened a second location in Valparaiso, Indiana. We feel deeply humbled and blessed that the business has continued to grow.

As we approach 30 years of service, we continue to grow both in the number of households we serve and the number of people we employ. As our business continues to grow, we will always stand by the belief that we must always do what is best for our clients.

Our Company’s Vision and Mission

Ever since our firm’s earliest days, our goals haven’t changed. Our mission is to inspire others to reach their full potential, and we do so by helping them construct a financial plan.

Our vision is to bring life and financial freedom to the communities we serve. Our team continuously pours its time and energy into serving our local community. We support and volunteer at organizations such as the Food Bank of NWI, the Special Olympics of NWI, and Mommy’s Haven of Lowell as well as our respective churches. Our founder, Tim McKenna Sr., has mentored kids at a local school, as well as men in a rehabilitation program through Restoration Ministries in Harvey, IL. He served as a board member of this compassionate group, dedicating his years to improving the lives of others. Our company draws on these selfless values and incorporates them into our work.

“Having the ability to take away clients’ biggest worries by showing them their financial plan and then helping them make their dreams become a reality.”

– Nick Perazzolo

“Something that I enjoy a lot about my work at Harvest is the opportunity to constantly learn. The patience and the willingness that my coworkers have to train me and as a consequence to be able to provide clients with high-quality service and personalized attention.”

– Maria Perez

“I enjoy seeing how a team of individuals can work together to help accomplish different aspects of a client’s financial goals.”

– Tim McKenna

“I love helping clients dig deep into their hearts to see what dreams they want to become a reality. Financial Planning puts a plan of action to that dream and a timeframe of when that can become a reality. Watching the dream play out gives life to me as I walk alongside them.”

– Chad Mast

We Are Your Partners for Years to Come

Harvest Financial Planning, LLC is committed to helping our clients work towards a successful future. We believe in your potential to understand the financial options that can lead you to your goals. Call us today to partner with our team. We look forward to continuing our mission for years to come.

  • contact
    our team

  • We are glad to help you. Please
    contact us to schedule a meeting

News & Updates

Contact Us Today

Call Now Button