Skip to main content
Sypress Financial
Sypress Financial
  • Home
  • About Us
    • Our Associates
      • Adam Kinnard
      • Vivien Scott
      • Dakota Chandler
      • Ian Lewis
      • Troy Allen
    • Our Location
    • Your Business
    • Your Employees
    • Your Lifestyle
    • Fee-Based Planning
    • Individual Planning Services
    • Tell A Friend
  • Resources
    • Articles
    • Calculators
    • Flipbooks
    • Newsletters
    • Glossary
    • Tax Library
  • Request A Quote
    • Annuity
    • Long-Term Care Insurance
    • Life Insurance
    • Disability Income Insurance
    • 401(k) Information Request
    • Information Request
  • Companies We Work With
  • Contact Us

Sypress Financial

3625 Cumberland Blvd SE, Suite 1000 Atlanta, GA 30339

Phone:

  • 478-776-6160

Fax:

  • 478-451-0471

E-mail:

  • info@sypressfinancial.com

Contact Us

Please feel free to contact us with any questions.

Contact Us

Videos

We have interesting videos for you to watch on my site.

View Videos

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Newsletters

  • Housing Market Trends: Are They Helping or Hurting the Economy?

    U.S. home values held steady in 2023, even as mortgage rates rose to the highest levels in a generation. What could the current state of the housing market mean for the broader U.S. economy?

  • Time to Bulk Up Your Emergency Fund

    A financial crisis can strike when least expected, so it’s important to have a sufficient emergency fund. This article offers some suggestions to help increase a fund before it’s needed.

  • Medical Debt and Your Credit Report

    This article looks at changes in the way medical debt is handled on credit reports and offers tips to avoid having unpaid medical bills impact credit.

  • Can Your Personality Influence Your Portfolio? New Research Points to Yes

    The findings of two recent academic studies may offer insight into how investors can make more fruitful financial decisions.

More Newsletters »

Calculators

  • Disability Income Insurance

    How much Disability Income Insurance do you need?

  • Lifetime Earnings

    This calculator is designed to help you attach a dollar figure to your life’s work.

  • IRA Eligibility

    Use this calculator to determine whether you qualify for the different types of IRAs.

  • Federal Income Tax

    This calculator can help you estimate your annual federal income tax liability.

More Calculators »

Adam Kinnard is licensed in GA to offer insurance products, life insurance (including variable life), annuities (including variable annuities), and is registered to offer securities and advisory services through Principal Securities, Inc. In GA.

Vivien Scott is licensed in AL, FL, GA and KY to offer insurance products, life insurance (including variable life), annuities (including variable annuities), and is registered to offer securities and advisory services through Principal Securities, Inc. In AL, FL and GA.

Dakota Chandler is licensed in AL, AZ, CA (CA Insurance License #4170499) CO, DC, FL, GA, HI, IN, MA, MD, MI, MO, NC, NY, OH, OK, OR, PA, SC, SC, TN, TX, VA and WI to offer insurance products, life insurance (including variable life), annuities (including variable annuities), and is registered to offer securities and advisory services through Principal Securities, Inc. In AL, CA, DE, FL, GA, IN, MA, MS, NC, OH, OR, SC, TN, TX and VA.

Ian Lewis is licensed in GA and TX to offer insurance products, life insurance (including variable life), annuities (including variable annuities), and is registered to offer securities and advisory services through Principal Securities, Inc. In GA.

Troy Allen is licensed in GA, SC, TX and WY to offer insurance products, life insurance (including variable life), annuities (including variable annuities), and is registered to offer securities and advisory services through Principal Securities, Inc. In GA.

This site is not a solicitation of interest in any of these products in any other state.

IMPORTANT CONSUMER INFORMATION: Representatives of Sypress Financial may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state's registration requirements.  Follow-up, individualized responses to consumers in a particular state by representative of Sypress Financial that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized invest advice for compensation, as the case may be, shall not be made without first complying with the state's requirements, or pursuant to an applicable state exemption or exclusion.  For information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent, or IA representative or any financial institution they represents, contact your state securities law administrator.

Insurance products issued by Principal National Life Insurance Company (except in NY), Principal Life Insurance Company® and the companies available through the Preferred Product Network, Inc.  Securities and advisory products offered through Principal Securities, Inc., Member SIPC.  Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392.  Dakota Chandler and Ian Lewis, Principal National and Principal Life Financial Representatives, Principal Securities Registered Representatives, Financial Advisors. Adam Kinnard, Vivien Scott and Troy Allen, Principal National and Principal Life Financial Representatives, Principal Securities Registered Representatives. 

Sypress Financial is not an affiliate of any company of the Principal Financial Group®.

Principal Life maintains certificates of authority to transact insurance in all 50 states.  Principal Life NAIC identification number is 61271.  Principal National NAIC identification number is 71161.

  • Site Map
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck