Krause Financial Services, LLC

Dale M. Krause, J.D., LL.M.

Dale M. Krause, J.D., LL.M.Dale Krause, J.D., LL.M., is the president and CEO of Krause Financial Services, a national company devoted to helping attorneys and seniors accelerate eligibility for Medicaid benefits and stop the financial burden of the nursing home.

As an elder law attorney himself, Dale has a long-standing reputation among the community as an advocate for the elderly. Through his innovative solutions, he has helped thousands of seniors and their families protect their life savings over the course of his 30+ year career.

Dale's primary solution is the Medicaid Compliant Annuity which acts as a swift spend-down tool when seniors face this financial crisis. As the "Pioneer of Medicaid Compliant Annuities," Dale actually designed and developed the first product of this nature and is widely regarded as the nation's leading expert on the topic.

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About Us

We are a financial services firm that works with attorneys and their clients find a solution to paying for their long-term care needs through specialized insurance products. Our core offerings including Medicaid Compliant Annuities, Long-Term Care Insurance, and education and resources.

Client Testimonials

Dale Krause is a national treasure for elder law attorneys. Not only does he ably provide insurance product services meeting our clients' needs, but also he informs us about what is happening in all of the states. - R.G., Attorney at Law, Missouri

The professionals and staff of Krause Financial Services are bar none the most knowledgeable and dedicated in the industry. I have always found Dale and his staff to be accessible and willing to help. Their legal support team has proven most helpful in difficult planning cases. - C.O., Attorney at Law, Arkansas

When I need a Medicaid annuity done right, and especially when I need it done fast, I always use Dale Krause. My clients need reliability and certainty and that is what I feel I can give them when I work with Dale Krause. - R.L., Attorney at Law, Maryland

Nothing short of outstanding service! The epitome of professionalism for all to emulate. Skilled, personable, courteous staff. Dependable, expeditious turnaround. Utmost satisfaction when dealing with Krause Financial Services. - D.O., Attorney at Law, Wisconsin.

Service Area

Krause Financial Services serves 49 states (not licensed in CA), and also the District of Columbia. With more than 25 years of experience, Krause Financial Services has become the nation's number one provider of Medicaid Compliant Annuities.

Contact Us

Krause Financial Services, LLC

Dale M. Krause, J.D., LL.M.
Krause Financial Services, LLC


Toll Free:

1234 Enterprise Drive
De Pere, WI 54115