Professional Designations & Affiliations

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  Deaton Smith is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

  CFP^® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP^® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP^® Certification Exam before they can use the CFP^® designation.

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  Deaton Smith is a Chartered Financial Consultant® (ChFC®)

  Chartered Financial Consultant® designations are granted upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.

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  R. Deaton Smith III is a Wealth Management Certified Professional®

  Advisors who earn the Wealth Management Certified Professional® designation have been educated to utilize a goals-based approach to personal wealth management. WMCP® designees are capable of creating efficient investment portfolios, evaluating financial instruments, assembling a wealth management strategy, and providing solutions for complex wealth management needs. They must also uphold The American College’s Code of Ethics.

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  Deaton Smith is a NAPFA-Registered Financial Advisor

  The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

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  Deaton Smith III is a Member of the XY Planning Network

  The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

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  R. Deaton Smith III is a Certified Exit Planning Advisor® (CEPA®)

  The Certified Exit Planning Advisor® (CEPA®) designation is obtained by financial professionals upon completion of a five-day in-person credentialing program. Advisors who earn this credential are specially trained to help business owners create an exit plan for selling their company for maximum benefit. The CEPA Program integrates exit strategy into business, personal, and financial goals of the business owner. Using this holistic approach, Certified Exit Planning Advisors® guide business owners to decide when’s the best time to sell their business and how to minimize taxes from the sale.