DO YOU HAVE QUESTIONS ABOUT YOUR RETIREMENT?
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.
Senior Real Estate Services Provided By The Moeller Team:
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.
Our Senior Concierge Team
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
OUR SENIOR MISSION
Our mission is to assist seniors and their families
with the responsibilities senior adults may encounter
when thinking of keeping or selling their home.
Estate Tax Planning
Lee Petros, Attorney at Law
Certified Public Accountant
Chris Stamos, CPA
Estate Sales and Clean Out
Cleaning and Carpet Care
Remodeling, Carpet and Stay In Place Improvements
Long Term Care, Social Security and Medicare
Senior Services and Resources
A Place for Mom
Home Health Care Services
Nurse Next Door