About Us
- Experts in Crisis Planning -

Who We Are

We are a boutique financial services firm that specializes in accelerating eligibility for Medicaid benefits through the use of insurance products, namely, Medicaid Compliant Annuities. These unique insurance products allow seniors who are otherwise unprepared for a nursing home stay to gain eligibility for government benefits, allowing them to afford their high care costs.

 

Krause Financial Services Headquarters in De Pere, WI.

 

Located just outside Green Bay, WI, we partner with elder law attorneys across the country to help their clients.  In addition to providing these revolutionary products, we educate attorneys on the strategies and opportunities in crisis planning.  We work diligently to ensure we remain up-to-date on all state-specific Medicaid rules and regulations, and our staff of highly-trained Benefits Planners provides one-on-one support for every case our office encounters.  When working with us, you can rest easy knowing that you’re working with the industry experts.

 

Our Mission

“We exist to help elder law attorneys qualify their clients for Medicaid benefits using specially-designed insurance products.”

 

We also provide the guidance needed to use the products properly and effectively – with the client’s best interest placed at the forefront.  We are your trusted resource in crisis planning.