Krause Financial Services, LLC

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

Dale M. Krause, J.D., LL.M.Krause Financial Services is the only attorney-led financial services firm in the nation that specializes in helping families qualify for Medicaid and VA benefits through the use of annuities and life insurance products.

Dale M. Krause, J.D., LL.M., is known for his long-standing personal commitment to elder law attorneys and their clients. He is a national Veterans benefits and Medicaid planning advocate, and has earned the distinct reputation of being the "Pioneer of Medicaid Compliant Annuities".

Being the exclusive provider of short-term Medicaid Compliant Annuities - two months and up, Krause Financial Services has the leading edge in crisis Medicaid planning using Medicaid Compliant Annuities. Through ongoing follow-up and research, Krause Financial Services has statistics and results unlike any other organization as to what planning techniques and strategies are most successful in each state.

With an assortment of VA and Medicaid compliant products and services available, Krause Financial Services is able to meet almost any VA and Medicaid planning need, no matter how large or small. Whether the need is for a small whole life insurance policy or for a complicated Medicaid Compliant Annuity plan, Krause Financial Services strives to provide total satisfaction in every case.

If you are an elder law attorney, and you want to qualify someone for Veterans or Medicaid benefits, but are confused about all the rules and regulations, you need Krause Financial Services on your side. Simply put, we are the firm that is here to advise elder law attorneys on balanced, flexible solutions to meet their client's needs.

Mr. Krause and his team at Krause Financial Services believe strongly in quality customer service. In an ongoing effort to serve you better, you may visit our web site at to obtain round-the-clock VA and Medicaid planning information, planning techniques, case studies, state specific planning figures, the latest court decisions, and articles published in Mr. Krause's blog.

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

Phone: 920.330.0190
Toll Free: 866.605.7437

1234 Enterprise Drive
De Pere, WI 54115


About Us

For over 25 years, on a national level, Dale M. Krause, J.D., LL.M., has provided VA and Medicaid compliant insurance products to elder law attorneys, and their clients. Mr. Krause has built a practice that supports elder law attorneys and their clients with insurance products that may reduce or possibly eliminate the monthly costs associated with an assisted living or nursing home stay. At the same time, in order to keep his VA and Medicaid products relevant to the times, Mr. Krause has established key relationships with marketing executives of major insurance companies.

Mr. Krause is the President of Krause Financial Services, a business that designs, develops, markets, and distributes VA and Medicaid compliant products. Mr. Krause earned his B.S. degree from the University of Wisconsin-Stevens Point in 1981, his J.D. degree from Thomas Cooley Law School of Lansing, Michigan, in 1985, and his LL.M. in Taxation from DePaul College of Law in Chicago, Illinois, in 1990. He is a practicing member of the Wisconsin State Bar, an inactive member of the Michigan State Bar, and an out-of-state member of the New York State Bar Association.

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