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Sypress Financial
Sypress Financial
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      • Adam Kinnard
      • Vivien Scott
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      • Ian Lewis
      • Troy Allen
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Sypress Financial

3625 Cumberland Blvd SE, Suite 1000 Atlanta, GA 30339

Phone:

  • 478-776-6160

Fax:

  • 478-451-0471

E-mail:

  • info@sypressfinancial.com

Videos

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

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Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Contact Us

Newsletters

  • Do You Have These Key Estate Planning Documents?

    This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.

  • Eight Great Investing Quotes

    This article offers eight quotes from successful investors, economists, and other insightful thinkers that may help provide perspective and focus for an investing strategy.

  • Beware of These Life Insurance Beneficiary Mistakes

    Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.

  • How a Family Limited Partnership Can Power an Estate Plan

    A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.

More Newsletters »

Calculators

  • Cash Flow Analysis

    This Cash Flow Analysis form will help you weigh your income vs. your expenses.

  • Life Expectancy

    Knowing your likely life expectancy is an important factor in making long-term financial plans.

  • Home Affordability

    Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

  • Lifetime Earnings

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

More Calculators »

Principal Securities Form CRS Customer Relationship Summary

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.

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