With a background in engineering and a long history navigating the challenging arena of business, Lorin Bice has been working as a financial planner in the Lakeland and the Central Florida area for over 13 years.

He specializes in transition planning, especially when it comes to creating a life-long financial plan for wealth retention and development across generations. He’s also passionate about how politics can affect the world and what it means to your financial success, as well as retirement planning, investing, market conditions, and many other topics.

We love Lorin’s insight, sense of humor, personal anecdotes, famous quotes, and his uniquely valuable take on financial wellness. We know you will too.Read More About Lorin


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Investing insights from “March Madness”

Do you follow March Madness? I do — it’s a great spectacle. In case you don’t, “March Madness” is the nickname for the annual men’s college basketball tournament which – as you may have guessed – occurs each March. It’s a single elimination tournament that consists of 68 teams. One of these teams is crowned […]

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Market Volatility and the Investment Highway

Well that was fun, wasn’t it? And by “that”, I mean the stock market rise that transpired over the time from Election Day 2016 to the end of January 2018. It seemed like our investment accounts hit new highs just about every other week! Then came February of 2018, and a dose of reality with […]

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One Investor’s Hair Raising Adventures

Happy birthday, Dad! My father would have turned 90 on February 6th of this year, but the passing of time and a couple of falls took him much too early in 2012. It’s always much too early when you cherish your parents, isn’t it? My dad was just the finest man I knew. Best gift […]

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What does 2018 have in store for your retirement plan?

As I drove to work this morning, I heard Ray Stevens sing “Guitarzan” followed by The Rolling Stones’ “Sympathy for the Devil.” It was, shall we say, an eclectic musical morning! Finding the dichotomy too much to process before the noonday sun, I switched to (Stuart) Varney & Co. on the Fox Business Network. Mr. […]

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Crossing milestones and investing with your heart in life | December 2017

The year two thousand and seventeen was one of milestones for me.   I turned 60…and 250. Two hundred and fifty pounds, specifically. This was an all-time high for me, and it came in mid-summer.  I went on further to hit new highs — or lows, as it were — until I went to the beach […]

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