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SENIOR SERVICES

DO YOU HAVE QUESTIONS ABOUT YOUR RETIREMENT?​

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You've worked hard to build home equity and assets. Find out how you can turn your life-long work into the retirement and health care you deserve. â€‹

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Senior Real Estate Services Provided By The Moeller Team:​

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  • Create an immediate or long-term transition plan for your next home.

  • Help you locate your next home or senior living community.

  • Offer advice on the most cost-effective maintenance and improvement projects that will maximize the net sales price of your home.

  • Help you plan what possessions to keep, give away and donate.

  • Recommend the right listing price for your home based on recent sales comparables and current market conditions.

  • Use our documented approach to marketing which includes extensive professional photography, drone work and narrated video tours.

  • Represent you as your exclusive real estate advisers. Attend showings, inspections and appraisal and be your advocate in all matters.

  • Walk you through every step of the process. You will never be alone wondering what happens next.

  • Provide referrals to qualified professionals who may be able to assist in other areas.

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Our Senior Concierge Team

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  • Aging in place options (home improvement / home care)

  • Downsizing and keeping your low property tax base (California Propositions 60 and 90)

  • Transitioning to adult or assisted living communities

  • Minimizing capital gains and estate taxes

  • Family estate planning to avoid probate and save money

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OUR SENIOR MISSION

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Our mission is to assist seniors and their families

with the responsibilities senior adults may encounter

when thinking of keeping or selling their home.

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RESOURCES

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Estate Tax Planning​

Lee Petros, Attorney at Law

www.petroslawoffices.com

(714) 542-3110

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Dwight Edward Tompkins

detlaw@hotmail.com

(714)385-0044

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Elder Abuse Attorney

Ingle Law Office

Richard Ingle

rfi@theinglelawoffice.com

(714) 213-1548

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Certified Public Accountants

Stamos and Stamos

Chris Stamos, CPA

chris@stamosandstamos.com

(714) 998-0311

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Nuttall and Patel, LLP

Bruce Nuttall

bruce@nuttallpatel.com

(714) 630-0440

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Baroldi Gunderson

Vince Baroldi

vbaroldi@bg-cpas.com

(949) 472-9432

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Family Law

Von Esch Law Group

Am Von Esch

amy@voneschlaw.com

(714) 456-9118

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Insurance

State Farm Insurance

Lou Grimaldi

louis@grimaldiagency.com

(562) 923-7791

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Farmers Insurance

Chuck Stream

cstream@farmersagent.com

(949) 293-3363

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Appraiser

Nino Appraisal

Darla Nino

ninoappraisal@sbcglobal.net

(714) 747-6421

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Estate Sales and Clean Out

Valued Treasures

Jennifer Piazza 

www.ValuedTreasures.org

(714) 597-1581

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Handyman Services

Michael Macgyver

www.mrfixitoc.com

(714) 401-9955

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Carpet Care

Pacific Carpet Care

Jason Hensley 

jason@pacificcarpetcare.biz

(714) 937-1470

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Window Cleaning

By The Sea

Eddie Cirilo

info@bytheseawindowcleaning.com

(949) 209-7220

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House Cleaning

Country Fresh House Cleaning

Shannon Carroll

shaycountryfreshcleaning@gmail.com

(949) 466-4150

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Remodeling, Carpet and Stay In Place Improvements

Jim Sabatello

www.InlandFlooring.com

(951) 634-9150

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Air Conditioning and Heating

David Dretzka

dave.dretzka@airwestac.com

(714) 978-7877

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Plumbing Services

ASAP Plumbing

Jamie Rubel

jamie.asapplumbing@gmail.com

(714) 345-2094

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Termite Services

Ken Chin

www.acemtermite.com

(714) 655-4806

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Moving Services

Less Stress Moving

Bobby Mejia

lsmoving.ca@gmail.com

(714) 651-0431

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Mobile Locksmith

Murray Willis

willis6@aol.com

(714) 394-2022

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Mortgages and Refinance

CMG Financial

Steve Scott

stevenscott@cmgfi.com

(714) 448-9669

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Cross Country Mortgage

Joe Soto

joe@joesototeam.com

(714) 235-6010

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Reverse Mortgages​

Pam Dunn

www.mulberrystreetmortgage.com

(714) 289-0047

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Doctors' Choice Senior Services

Suad Huerta 

suad@doctorschoiceseniorcare.com

(714) 724-7472

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Home Health Care Services

Nurse Next Door

www.nursenextdoor.com

(714) 712-7100

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Financial Advisors

DSI Financial Group

Kevin Conway

kevinc@dsifg.com

(714) 394-9720

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Medicare Advisor

Andy Hone

andy.hone@ymail.com

(626) 202-2202

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Mobile Notary Services

Butler Notaries

butlernotaries@sbcglobal.net

(714) 744-1265

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