- What Our Clients are Saying -

We are proud to serve elder law attorneys and firms across the nation. Below are testimonials from some of our trusted clients.


“Annuities are complex, so to have a company like Krause is great, especially when you have many other things to worry about in the Medicaid planning process.”

– Andrew M. Luoma: Attorney at Law P.L.L.C., Of Counsel for John L. Harrison: Attorney at Law.



“I would recommend Krause as a resource to anyone without hesitation.”

– Dave D. Nesbit, Attorney at Keystone Elder Law, PC


“Without folks like Krause Financial, I know I would be much less effective and successful. I always know that I am treated like I am your only customer and that is so much appreciated…I have had many questions and Krause always provides the answers.”

– Ellen Lutzow, Elder Law Attorney at The Lutzow Law Firm LLC


“I recommend Krause all the time. I’ve trained hundreds of lawyers and I always recommend that they work with Krause.”

– Jeffrey R. Bellomo, Certified Elder Law Attorney at Bellomo & Associates, LLC


“If an answer isn’t readily available I know Krause will help me the best that they can. They are surprisingly fast – I’ve been very impressed.”

– Katarina Youngell, Legal Assistant at Hougum Law Firm, LLC


“When someone is considering a Gift/Annuity plan, Dale Krause’s name comes up first, without a doubt.”

– Valerie Peterson, Attorney and CEO of ElderCounsel


“It’s all about relationships and providing a good service. Krause definitely does that.”

– Zoey Vecellio, Director of Operations at Hougum Law Firm, LLC


“Krause Financial has greatly assisted me in preparing a Medicaid compliant annuity and a promissory note, as ‘spend-down’ planning tools, to qualify two of my clients for Medicaid eligibility. Additionally, Krause webinars and state Medicaid summaries are tremendous resources. The Krause team members are second to none in customer service and follow-up assistance – even after initial planning has been completed. I value my association with Krause Financial Services.”

– Paul Pike, Paul Pike Law