Testimonials

Victoria Collier

Attorney at Law
Decatur, Georgia

I am happy to endorse Dale Krause, Founder and CEO of Krause Financial Services, Inc.  Dale and his staff are amazing at creating the perfect long-term care plan for elderly people who need assisted living care and nursing home care.  As an elder care attorney, I rely on Dale's expertise regularly when I'm assisting my own clients.  Also, Dale is one of a small number of Financial Planners that really understand Veterans Benefits.  He has been a guest presenter at my VA Benefits conferences because his knowledge and abilities are second to none.

Michael Gold

Attorney at Law
Niagara Falls, New York

In 2001, I had the great luck to be placed in contact with Medicaid expert Dale Krause, Esq.  Dale is also an experienced attorney with a national reputation in Medicaid planning.  In short, his expertise gave me the ability to quadruple my earnings.  We have done many millions of dollars of business together.  He is creative, very quick to respond and has a wonderful support staff.  I have never met anyone who I have been happier to do business with.  I have recommended him to other attorneys many times and they have been as pleased as I have been.  Anyone wanting further information about Dale can write me at michaelgoldesq@nysbar.com.

Patrick Smith

Attorney at Law
Martinez, Georgia

My experience with Dale, and everyone at Krause Financial for that matter, has been superb.  His knowledge and expertise in the realm of long-term care planning with the products his firm provides is second to none.  Even as an experienced practitioner in elder law, Dale can provide solutions that we may not have though of immediately - and they work, end of story.  I recommend Dale with my highest level of confidence in his work!

Jim Swain

Attorney at Law
Roswell, Georgia

Dale is an attorney's attorney.  He is great at explaining complicated planning techniques to attorneys and/or clients with little financial background.  I highly recommend him as the person to go to for help with Medicaid and Veterans Pension financial planning help.  It is my pleasure to call Dale a friend and a colleague.

Reginald Turnbull

Attorney at Law
Jefferson City, Missouri

Dale runs a very good company providing excellent service with high integrity of insurance products to assist our clients to meet their goals.  He is also an expert at what works in today's regulatory environment on the national and state levels.  My clients have always been satisfied with the work of Dale and his excellent staff.

William Hammond

Attorney at Law
Overland Park, Kansas

Dale Krause is one of the premier Medicaid and VA planning experts in the country.  He has a great grasp of the national landscape regarding Medicaid and VA planning and then he is able to take that national perspective and apply it to the particular facts and circumstances at the local level to assist in finding planning strategies that work.  Dale gets my highest recommendation.

Martin Womer

Attorney at Law
Kennebunk, Maine

Dale Krause and Krause Financial Services simply are the experts of the Medicaid Compliant Annuity field.  To a great extent, Dale developed the product line with the insurance companies and Dale and his staff are brilliant at assisting elder law attorneys to bring together Medicaid asset protection plans that work.  I recommend Dale and his company far and wide and have nothing but the greatest enthusiasm in recommending them to all colleagues across the country.

Steve Bailey

Attorney at Law
Anniston, Alabama

Dale is a creative and astute attorney who helped me structure several VA compliant annuities.

Mark Munson

Attorney at Law
Wausau, Wisconsin 

Dale and his staff consistently provide me and my staff with timely professional assistance with our cases.  I am very fortunate to have Dale and his firm as a business partner because of their commitment to being the leader in the area of financial products for clients of elder law attorneys and their timeliness to respond to any of our needs.

Ron Landsman

Attorney at Law
Rockville, Maryland

Krause Financial has always provided clear, consistent, reliable and accurate advice on the use of Medicaid qualified annuities. Dale does for me what I do for my clients - when a question comes up, he says in a deep, assured voice, "Everything will be alright." And then, miraculously, he explains away the problem or provides a solution that escaped me. I wouldn't use anyone else.

Thomas Olofsson

Attorney at Law
Chicago, Illinois

Dale Krause is my secret weapon. When I need to make the Medicaid system work for my clients, he is my go-to guy.

Anonymous

Attorney at Law
Glenview, Illinois

I have worked with and relied on Dale Krause and his team for over eight years. His team's knowledge, dedication, and support sets the standard in the industry. Dale helps me deliver a better solution to my clients - call him today with a difficult fact pattern and watch the value his team creates.

Denis Brody

Attorney at Law
Plainview, New York

My law firm has been using the services of Krause Financial Services for over one year in setting up Medicaid Compliant Annuities for our clients. I am very pleased with their staff and their professionalism and their quick turn around time. All of our plans have been approved by the various Department of Social Services and I anticipate that my law firm will continue to use your services on a regular basis.

Kevin Cotter

Attorney at Law
Mount Pleasant, Michigan

I have been very impressed with the service that I have received from Krause Financial Services. From Dale's expertise to the excellent customer service, the team at Krause Financial Services made working with them easy and enjoyable. I can rest easier knowing that my clients have been well-served with quality financial products!

Paul McKay

Attorney at Law
Wheeling, West Virginia

I have always found everyone at Krause Financial Services to be quite knowledgeable and very helpful. In my elder law practice Krause Financial Services is a valuable asset.

Anonymous

Attorney at Law
Midland, Michigan

I have done numerous cases with Dale's organization. In every case, I have received great advice, timely response, and appropriate, effective, and conscientious solutions for my Medicaid clients. I highly recommend Krause Financial to any practitioner working in the elder law area of practice.

Anonymous

Attorney at Law
Sylvania, Ohio

You can quote me as stating that I was very pleased and satisfied with the services provided and products recommended by Krause Financial Services. I found that you were very knowledgeable about Medicaid policies in general, and even with respect to those of the State of Ohio, despite being located in Wisconsin. I also want to say that your assistance in working through the financial calculations for Medicaid planning using annuities was very helpful, and the annuity product provided met our clients' needs very well. I also found the materials provided on your website helpful in designing a plan to fit our clients. I would not hesitate to use your services and products in the future, and fully expect to do so, and I would certainly recommend those services to others who may be counseling their clients about Medicaid planning opportunities.

Anonymous

Attorney at Law
Okemos, Michigan

The staff at Krause Financial Services have always been professional, prompt, and helpful to me in regard to my elder law practice. They are always who I call first when I need a Medicaid Compliant Annuity product.

Robert Pollice

Attorney at Law
Plymouth, Michigan

A client of mine was in need of a Medicaid Compliant Annuity on short notice. I was referred to Krause Financial Services by another attorney and was able to obtain the annuity in short order with a minimal amount of paperwork. As a result of Krause Financial Services' professionalism and knowledge in this area, I was able to deliver a much needed service to my client at a reasonable expense.

Richard Romeo

Attorney at Law
Louisville, Colorado

Krause Financial Services has been a great help to me in my Medicaid planning practice. They are knowledgeable and customer service oriented. They have definitely helped me build my practice and it shows on the bottom line.

James Wilson

Attorney at Law
Livonia, Michigan

Your service is very helpful, knowledgeable, efficient, and friendly. IT is much appreciated.

Roy Breeder

Attorney at Law
Vienna, Virginia

Extremely knowledgeable, provide great advice, very efficient, result in extremely satisfied clients.

Mark Slate

Attorney at Law
Markesan, Wisconsin

Krause Financial Services has always been courteous, fast, professional, and excellent to deal with. Dealing with Krause Financial Services has made me look good to my clients because they do the detailed work which I can then get to my client.

Kathleen Kienitz

Attorney at Law
Lewiston, Maine

Krause Financial Services has been a very reliable source of Medicaid Compliant Annuities. You can count on their being up-to-date on the latest changes in the law, and delivering a product that will fit your state agency's requirements. The turn around time is also very fast.

Sarah Ann Dobson

Paralegal at Miller Law Office
Jefferson, Wisconsin

I have worked with Kendra on my first half-loaf plan, she was very informative and always helpful. I also have worked with Amber who is also very helpful and informative. I was so happy that Dale Krause figured out something we could do for the single Medicaid applicant. I was really worried they would fall by the wayside with the new law on Medicaid.

Gary Bonk

Attorney at Law
Schererville, Indiana

We have been very satisfied with the professionalism and efficiency of your services.

Robert Slutsky

Attorney at Law
Conshohocken, Pennsylvania

My experience with Krause Financial Services has been excellent. They provide quotes promptly, answer questions promptly and completely, and allow me to service my clients better. Krause Financial Services is an excellent organization.

Carol Bertsch

Attorney at Law
San Antonio, Texas

You've been very easy to work with. I really appreciate that.

Julie Romain

Attorney at Law
Fairmont, West Virginia

My clients have gotten great service from Krause Financial Services. I always contact Kendra when I need information or a quote. She always responds quickly, can answer all your questions, and sends me all of the documents I need while my clients are still in my office for their appointment. I couldn't ask for better service.

Anna Duggins

Attorney at Law
Muskegon, Michigan

IT is always a pleasure to work on a regular basis with Connie and the other staff. You always go out of your way to accommodate our firm.

Joseph Gilsoul

Attorney at Law
Shreveport, Louisiana

The great thing about working with Krause Financial Services is that they respond immediately.

Maureen Callinan

Attorney at Law
Cincinnati, Ohio

We work closely with Kendra Bishop on Medicaid Compliant Annuities frequently. She is very helpful and patient. We appreciate her willingness to walk through Medicaid Compliant Annuity quotes with us and her assistance with claims when our clients pass away. You are the best!

Richard Courtney

Attorney at Law
Jackson, Mississippi

When our firm has determined that a spousal annuity is helpful to a client's plan, we call Krause Financial Services. Dale and his staff understand Medicaid compliance issues, and they are courteous, diligent, and professional.

Susan Wideman

Attorney at Law
Marquette, Michigan

Staff is knowledgeable, efficient, and so pleasant to work with. I appreciate knowing I can rely on Krause Financial Services to assist me with long-term care planning for my clients.

Dennis Cook

Attorney at Law
Laramie, Wyoming

I find that Connie Ashley and other members of the Krause Financial Services staff are very knowledgeable and very helpful when it comes to the use of annuities for my Medicaid clients.

Anonymous

Attorney at Law
Jenkintown, Pennsylvania

Prompt, efficient, and courteous service and helpful follow-ups.

Reginald Turnbull

Attorney at Law
Jefferson City, Missouri

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!

George Wu

Attorney at Law
Valley Village, California

Great Service, fast response and very helpful with nuances and law changes related to Medi-Cal and annuities.  Keep up the great work!

Robert Anderson

Attorney at Law
Marquette, Michigan

Dale Krause's service is effective, timely and well researched. He has assembled great service-oriented staff.  I recommend his service to any elder law firm.

Chad Oldham

Attorney at Law
Jonesboro, Arkansas

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.

Jim Schuster

Attorney at Law
Southfield, Michigan

Dale and his crew are always prompt, on top of the law, and faster than a bullet.  Whenever we have an emergency, Dale pulls us out.

Anonymous

Attorney at Law
Rensselaer, Indiana

Krause Financial Services has been extremely efficient in providing my clients with the necessary annuities.  The staff is very knowledgeable and helpful in Medicaid planning.

Glenn Deig

Attorney at Law
Evansville, Indiana

I want you to know that I am very pleased with the quality of service that Krause Financial Services provides.  My questions and concerns are always answered accurately and promptly.  I've utilized the expertise of your Medicaid Planner, Kendra Bishop, many times.  Her service to my firm has proven invaluable over the years.  I have recommended your company to others because of my satisfaction with the high level of service you provide.  I look forward to doing business with you for years to come.

Dianne Hansen

Attorney at Law
Springfield, Missouri

I wanted to drop you a note to let you know how much I appreciate your company and the important service it provides to my clients.  Your company serves a vital role in helping seniors protect and preserve their limited assets when faced with the high cost of long-term care for themselves or their spouses.  Your service is outstanding.  Your staff is friendly, knowledgeable and responsive.  I know that I can count on Krause Financial Services to be there when the need arises!

Mark Mazzeo

Attorney at Law
Venice, Florida

Dale and staff have always been prompt to respond with objective information on annuity products that best suit my clients' needs. Their "turn around" time has often been a last minute savings of private pay nursing cost for my clients and their families.

David Sutton

Attorney at Law
Denver, Colorado

For the past several years we have utilized Krause Financial Services for all of our Medicaid Compliant Annuity purchases.  We recommend the entire staff.  Their customer service and expert knowledge of annuities is evident throughout the entire process..

Jay Abramson

Attorney at Law
St. Johnsbury, Vermont

I regularly rely upon Krause Financial Services for my clients’ Medicaid annuity needs – whether it is irrevocable IRA annuities or Half-a-Loaf planning.  The staff is easy to work with and provides quick responses to requests for quotes.

Eileen Nevins

Attorney at Law
Hampton, New Hampshire

I enjoy working with Krause for Medicaid annuities.  The quotes are prompt and receipt of the annuity is timely.

Michael Thomas

Attorney at Law
Flint, Michigan

I am pleased with the response time from Krause.  All of the Medicaid planners are courteous and helpful with questions.  I never have to wait to speak to one of them when I call.  Krause Financial is always willing to speed things up if we need an annuity immediately.  My overall experience with Krause is excellent.  Our clients don’t have to deal with paperwork and that is what they need.

Gary Miller

Attorney at Law
Toledo, Ohio

I am writing briefly to express my appreciation for the excellent service I have received from Krause Financial Services.  I have assisted a number of clients with the purchase of Ohio Medicaid Compliant Annuities through Krause.  In every case Krause has provided very prompt quotes and very efficient processing of annuity applications, including prompt resolution of any problems that have arisen.  I have confidently recommended Krause to other attorneys, and I would not hesitate to do so in the future.

Keith Lyman

Attorney at Law
Phoenix, Arizona

I have been using Krause Financial for many years and have received nothing but exceptional service and exceptional products.  The short term annuities offered through Krause have been very successful for my clients in obtaining Medicaid eligibility.  I recommend Krause without reservation.

Dale Onchuck

Attorney at Law
Phillips, Wisconsin

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.

Tammy Conover

Attorney at Law
Denver, Colorado

Based on my experiences with other financial advisors, I will not use anyone other than Dale Krause for a Medicaid Compliant Annuity.  Other advisors may tell you They can "get the same thing," but purchasing a product and getting the service you need, and the knowledge behind it, are completely different things!  Dale's administrative staff is absolutely the best; they are available for questions at any time and I am amazed by the turnaround time I continuously receive.

Jacqueline Byrd

Attorney at Law
Bowie, Maryland

Ten years ago Dale helped me with the purchase of the first Medicaid Compliant Annuity I ever bought for a client.  He worked hours with me, even though he knew I was a "newbie" to elder law.  He generously coached me, and gave me many hints and tips.  He even spoke to my clients to answer a few questions.  Today, our firm still calls on Dale for help.  I'm thrilled to have discovered his firm at a NAELA Conference.