top of page



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 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

(714) 542-3110

Dwight Edward Tompkins


Elder Abuse Attorney

Ingle Law Office

Richard Ingle

(714) 213-1548

Certified Public Accountants

Stamos and Stamos

Chris Stamos, CPA

(714) 998-0311

Nuttall and Patel, LLP

Bruce Nuttall

(714) 630-0440

Baroldi Gunderson

Vince Baroldi

(949) 472-9432

Family Law

Von Esch Law Group

Am Von Esch

(714) 456-9118


State Farm Insurance

Lou Grimaldi

(562) 923-7791

Farmers Insurance

Chuck Stream

(949) 293-3363


Nino Appraisal

Darla Nino

(714) 747-6421

Estate Sales and Clean Out

Valued Treasures

Jennifer Piazza

(714) 597-1581

Handyman Services

Michael Macgyver

(714) 401-9955

Carpet Care

Pacific Carpet Care

Jason Hensley

(714) 937-1470

Window Cleaning

By The Sea

Eddie Cirilo

(949) 209-7220

House Cleaning

Country Fresh House Cleaning

Shannon Carroll

(949) 466-4150

Remodeling, Carpet and Stay In Place Improvements

Jim Sabatello

(951) 634-9150

Air Conditioning and Heating

David Dretzka

(714) 978-7877

Plumbing Services

ASAP Plumbing

Jamie Rubel

(714) 345-2094


David Watkins

(714) 272-7740

Termite Services

Ken Chin

(714) 655-4806

Moving Services

Less Stress Moving

Bobby Mejia

(714) 651-0431

Mobile Locksmith

Murray Willis

(714) 394-2022

Mortgages and Refinance

CMG Financial

Steve Scott

(714) 448-9669

Cross Country Mortgage

Joe Soto

(714) 235-6010

Reverse Mortgages​

Pam Dunn

(714) 289-0047

Doctors' Choice Senior Services

Suad Huerta

(714) 724-7472

Home Health Care Services

Nurse Next Door

(714) 712-7100

Financial Advisors

DSI Financial Group

Kevin Conway

(714) 394-9720

Medicare Advisor

Andy Hone

(626) 202-2202

Mobile Notary Services

Butler Notaries

(714) 744-1265

bottom of page