Seven Gables Real Estate Lic. 00745605
Nancy Moeller Lic. 01727426, CPA 62690
Todd Moeller Lic. 01762788
Ateka Balkhi Lic. 01955324
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:
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Create an immediate or long-term transition plan for your next home.
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Help you locate your next home or senior living community.
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Offer advice on the most cost-effective maintenance and improvement projects that will maximize the net sales price of your home.
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Help you plan what possessions to keep, give away and donate.
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Recommend the right listing price for your home based on recent sales comparables and current market conditions.
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Use our documented approach to marketing which includes extensive professional photography, drone work and narrated video tours.
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Represent you as your exclusive real estate advisers. Attend showings, inspections and appraisal and be your advocate in all matters.
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Walk you through every step of the process. You will never be alone wondering what happens next.
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Provide referrals to qualified professionals who may be able to assist in other areas.
Our Senior Concierge Team
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Aging in place options (home improvement / home care)
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Downsizing or upsizing and keeping your low property tax base (Call us for information about the new Prop 19!)
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Transitioning to adult or assisted living communities
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Minimizing capital gains and estate taxes
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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
(714) 542-3110
Dwight Edward Tompkins
(714)385-0044
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
Insurance
State Farm Insurance
Lou Grimaldi
(562) 923-7791
Farmers Insurance
Chuck Stream
(949) 293-3363
Appraiser
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
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
(951) 634-9150
Air Conditioning and Heating
David Dretzka
(714) 978-7877
Plumbing Services
ASAP Plumbing
Jamie Rubel
(714) 345-2094
Electrician
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
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
(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