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SENIOR SERVICES

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 or upsizing and keeping your low property tax base (Call us for information about the new Prop 19!)

  • 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.

RESOURCES

Estate Tax Planning​

Lee Petros, Attorney at Law

www.petroslawoffices.com

(714) 542-3110

Dwight Edward Tompkins

detlaw@hotmail.com

(714)385-0044

Elder Abuse Attorney

Ingle Law Office

Richard Ingle

rfi@theinglelawoffice.com

(714) 213-1548

Certified Public Accountants

Stamos and Stamos

Chris Stamos, CPA

chris@stamosandstamos.com

(714) 998-0311

Nuttall and Patel, LLP

Bruce Nuttall

bruce@nuttallpatel.com

(714) 630-0440

Baroldi Gunderson

Vince Baroldi

vbaroldi@bg-cpas.com

(949) 472-9432

Family Law

Von Esch Law Group

Am Von Esch

amy@voneschlaw.com

(714) 456-9118

Insurance

State Farm Insurance

Lou Grimaldi

louis@grimaldiagency.com

(562) 923-7791

Farmers Insurance

Chuck Stream

cstream@farmersagent.com

(949) 293-3363

Appraiser

Nino Appraisal

Darla Nino

ninoappraisal@sbcglobal.net

(714) 747-6421

Estate Sales and Clean Out

Valued Treasures

Jennifer Piazza 

www.ValuedTreasures.org

(714) 597-1581

Handyman Services

Michael Macgyver

www.mrfixitoc.com

(714) 401-9955

Carpet Care

Pacific Carpet Care

Jason Hensley 

jason@pacificcarpetcare.biz

(714) 937-1470

Window Cleaning

By The Sea

Eddie Cirilo

info@bytheseawindowcleaning.com

(949) 209-7220

House Cleaning

Country Fresh House Cleaning

Shannon Carroll

shaycountryfreshcleaning@gmail.com

(949) 466-4150

Remodeling, Carpet and Stay In Place Improvements

Jim Sabatello

www.InlandFlooring.com

(951) 634-9150

Air Conditioning and Heating

David Dretzka

dave.dretzka@airwestac.com

(714) 978-7877

Plumbing Services

ASAP Plumbing

Jamie Rubel

jamie.asapplumbing@gmail.com

(714) 345-2094

Electrician

David Watkins

davidwatkins25@yahoo.com

(714) 272-7740

Termite Services

Ken Chin

www.acemtermite.com

(714) 655-4806

Moving Services

Less Stress Moving

Bobby Mejia

lsmoving.ca@gmail.com

(714) 651-0431

Mobile Locksmith

Murray Willis

willis6@aol.com

(714) 394-2022

Mortgages and Refinance

CMG Financial

Steve Scott

stevenscott@cmgfi.com

(714) 448-9669

Cross Country Mortgage

Joe Soto

joe@joesototeam.com

(714) 235-6010

Reverse Mortgages​

Pam Dunn

www.mulberrystreetmortgage.com

(714) 289-0047

Doctors' Choice Senior Services

Suad Huerta 

suad@doctorschoiceseniorcare.com

(714) 724-7472

Home Health Care Services

Nurse Next Door

www.nursenextdoor.com

(714) 712-7100

Financial Advisors

DSI Financial Group

Kevin Conway

kevinc@dsifg.com

(714) 394-9720

Medicare Advisor

Andy Hone

andy.hone@ymail.com

(626) 202-2202

Mobile Notary Services

Butler Notaries

butlernotaries@sbcglobal.net

(714) 744-1265

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