Lorin Bice – Branch Manager – Financial Advisor

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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A Life Story

It was the best of times, it was the worst of times Once upon a midnight dreary Call me Ishmael. How can I possibly write anything of interest to you each month when all the best openings have already been used elsewhere? Although I cannot come up with a satisfactory answer to that question, it […]

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Defining Success

I have lots of job titles: Financial Advisor and Branch Manager are two I have at the office.  Lizard Catcher, Spider Remover, Dishwasher Emptier and its ilk are those I have at home. “Grammar Police” is a self-assigned job I take on everywhere I go. I’m not particularly proud of it, though. It’s certainly annoying […]

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Today’s “signal-to-noise” ratio is out of control

Do you follow professional sports? I loved them as a kid, but I’ve lost interest over time. Then again, you don’t have to be much of a sports fan to know that in late April, the National Football League (NFL) held their annual player draft. There were thousands of hours of coverage devoted to the […]

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Should I open a Traditional IRA or a Roth IRA?

Woo-hoo!  Happy April 15th!   It’s Federal Income Tax Filing Deadline Day!  No?  Not a cause for celebration at your house? Ok, then – we’ll move on to something useful then: Traditional IRAs vs. Roth IRAs. Each year I repeatedly hear the question “Which is better: a Roth or a Traditional IRA?” And each year, I […]

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Budgeting Today, Saving for Tomorrow

If we have nothing but a house payment, two car payments, three credit card payments, and four kids that require more monthly maintenance that the two cars… how on Earth do we get started with an investment plan? Most of us don’t have a large inheritance or a winning lottery ticket — so where do […]

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