About

The O'Hare Financial Difference

Each financial portfolio comes with different challenges and areas of opportunity. We believe in looking at your short and long term goals, as well as peeling back each layer to discover opportunities that you may not have known existed. From here we will use our knowledge and experience to help you creatively build a portfolio that represents your needs and to help you achieve your financial goals. 

We have been helping businesses and individuals solve financial obstacles and meet financial goals for over 20 years. Our office in South Portland, Maine, is dedicated to serving the communities of Falmouth, Cumberland, Yarmouth, Cape Elizabeth, Portland, South Portland, Scarborough and all of Southern Maine. O'Hare Financial offers comprehensive financial planning, accounting, and tax services.

Not only do we want to be a resource and partner with you on your financial journey, but we also provide fast, reliable and professional support at each turn.

Sean O'Hare is known as Maine's go-to resource for an integrated approach for financial and tax planning.

Having your Accountant, Financial Advisor and Tax Planner in one place can help make for a smooth transition into tax time. With Sean's experience, he has seen the importance of dually being trained in Financial Planning and Tax Planning. Not all CPA's, Tax Planners or Financial Advisors, can handle all aspects of your financial needs and will often need to have you direct certain questions elsewhere. Putting his clients first, Sean is dedicated to continued education and being able to prepare his clients with the best advice for their full financial view. Ultimately leaving you better prepared and leaving less chance of unexpected surprises.

As an independent financial adviser, with over twenty-five years of business and accounting experience, Sean will provide unbiased advice that has no corporate agenda, sales goals, or conflicts of interest. Simply put, his priority is you! Unlike other avenues, when working with us, navigating your finances isn't just handing over financial records and calling it a day. Sean is committed to creating a strong and lasting relationship to offer you confidence and ensure your success. He will take the time to look at each factor that affects your financial situation currently and in the long run. By getting the full financial view, you can work together to create a plan that serves your goals and your current financial needs.

Sean is a member of your community with no forced proprietary products, offering advice that's totally for your benefit, whatever your goals.

  • Budgeting
  • Plan for retirement
  • Care for aging parents
  • Pay for children's education
  • Navigating investments
  • Determining how financial decisions will impact tax obligations.

 

The Process: Knowing What to Expect

Financial planning no matter what stage of the process you are in can be overwhelming. Our goal is to simplify the process and do what makes the most sense for your individual situation. What you can expect when working with Sean:

Initial Intake and Consultation

Understanding your unique financial portfolio and discovering what opportunities might currently be in your portfolio.

Discovery 

A collaboration of obtaining all necessary documents and statements

Analyze 

Once everything is received we will analyze all of the information and make the necessary recommendations to improve your financial situation.  

    Strategy Implementation 

This is where we go to work behind the scenes and put your new financial strategy into place

    Long Term Relationship 

 &

  Accountability Plan

 
We want to continue working toward your financial goals with you. Whether it is accountability check-ins, quarterly reviews, or evaluations as changes happen throughout your life, we are by your side.

 

"

"The most professional and competent CPAs, investment advisors, and tax experts I've ever worked with. Hands down. Can't go wrong with this firm."

 

Skipp Schultz

 

 

 

    Sean T. O'Hare

For over twenty years, Sean has helped Southern Maine area businesses and individuals solve financial challenges, alleviate tax issues, and meet their financial goals. As the owner of, O'Hare Financial, he is dedicated to helping individuals, families, and small businesses with all of their tax and financial needs.

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