For over 30 years, we have provided asset preservation solutions, resources, and education for long-term care. Our network of companies delivers focused strategies and guidance designed to support you, your clients, or your loved ones.
Empower professionals and consumers to navigate the legal and financial aspects of long-term care planning with confidence.
Our number one priority, always, is customer service and experience.
Our staff emphasizes collaboration, teamwork, and meaningful partnerships.
We strive for honesty, accuracy, and excellence each and every day.
Innovation is in our DNA—our team never settles for maintaining the status quo.
Our team is comprised of 40+ dedicated professionals who care deeply about what we do.
WHO WE SERVE
We serve three distinct audiences: estate planning and elder law attorneys, insurance agents and financial advisors, and consumers seeking guidance on their own long-term care planning matters.
HOW WE WORK TOGETHER
Each of our companies is dedicated to serving the specific needs of one of our audiences. We work directly with attorneys and insurance agents to support their clients. Consumers may be referred to one of our many qualified partners in their area.
We are led by Dale Krause, J.D., LL.M. and Thomas Krause, J.D. Together, they have brought the issue (and solutions) of asset preservation to the forefront of the long-term care conversation across the legal and financial planning industries.
Dale originally founded Krause Financial as a means to service estate planning attorneys. Dale's solutions soon became an industry phenomenon, leading to the expansion of our products, services, and audiences.