Todd Caudle and his team provide specialized, customized executive benefit design and C-Suite planning for medical and dental practice owners and their executives. Because we are independent, we have access to a wide range of insurance and financial solutions, providing you with unbiased and transparent advice. In professional firms, executives are often the most valuable asset. Talent retention and business continuity are crucial. We help firm owners achieve both these goals with a thoughtful and innovative approach.

Count on us for assistance with:

  • Executive benefit design
  • 409A non-qualified deferred compensation
  • Key person retention strategies
  • Buy/sell design and funding
  • Premium financed insurance arrangements
  • Business succession planning
  • Practice transfer
  • Retirement plans

In addition to protecting your firm and its talent, we aim to help you personally grow and protect your wealth.

Financial services for individuals include:

  • Personal investment solutions
  • Asset protection strategies
  • Individual retirement plans
  • Alternative investments
  • Estate planning
  • Personal insurance strategies

If you’re ready to step up to a new level of financial insight, we’re ready to empower you with the knowledge, focus, financial vehicles and expertise to take your financial portfolio and your firm to the next level. Contact us today.

To reach Todd, call 503-697-0817 or email [email protected].

Meeting with Todd Caudle? Please make sure to print our directions to Medical Professionals Financial Group.

todd-caudleTodd Caudle


When you meet Todd Caudle, one of the first things you’ll notice is that he gets to the point quickly with a working style that is focused and direct. It’s a quality he developed while growing up in the logging industry in Prineville, OR.

In his former position as a Financial Services Manager overseeing Prudential’s various Oregon offices, Todd realized he could create a more tailored solution as an independent firm. Todd started his own company in 2006 and has been offering customized solutions backed by old-fashioned, boutique-style service and leading expertise.

When he’s not working, Todd enjoys relaxing with friends and family.

Phone: 503-697-0817
Fax: 503-697-1526

Email: [email protected]

310 N. State Street, Suite 206, Lake Oswego, OR 97034

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