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Our Mission

We exist to help elder law attorneys qualify their clients for Medicaid and VA 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.

Our History

Dale M. Krause, J.D., LL.M. started his career as an estate planning attorney in Upper Michigan. He soon discovered that even the best estate plan could be derailed by unexpected long-term care costs. Dale learned everything he could about Medicaid and its requirements. He then worked with an insurance company to create an annuity that would help his clients protect their assets and qualify for benefits programs.


As word spread about Dale’s innovative approach, other attorneys started asking him for advice. He decided to turn over his private practice, obtain his insurance license, and serve as a broker for attorneys across the country. He established a small office in De Pere, WI, and now houses his growing team in a 10,000+ square foot space.


Today, Dale is President and CEO of a thriving company that is the established leader in its field. While the laws and regulations have changed over the years, the purpose has remained the same: Help attorneys accelerate their clients’ eligibility for benefits programs. Dale’s team does this through a range of products and services, a focus on responsiveness and quick turnaround times, and continuing education programs for attorneys.


The Krause Financial Services team is here to help attorneys with all questions related to Crisis Medicaid and VA Planning. We are your strategic partner in business.