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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Christmas 2016 | December 2016

Okay, so the market was a little more positive than my prognosticated “meh”. I surely didn’t see a Trump victory in the making before the election. It’s further evidence to me that we just can’t trust our news sources anymore. I think most of us did have a measure of trust when we were younger, […]

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Government Gridlock | November 2016

‘Tis the season. The question you might ask is, “The season for what?” Late November is the season in America for giving thanks (go read Abraham Lincoln’s Thanksgiving Proclamations of 1863 and 1864. They will inspire and humble you, and give you a little historical perspective when you read today’s headlines.   You can find them […]

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Whose Fault Is It, Anyway? | October 2016

My self-imposed job this month is to cheer you up, so I’ll start with this question: Have you noticed there is a presidential campaign going on around us? So how am I doing so far with my self-imposed job? Feel better yet? Nah, me neither. How about jumping to hurricane Matthew for a change in […]

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Will I Outlive My Savings? | September 2016

For your education and entertainment this month, I wrote an over-long and painfully boring column on “sequence of returns” and how that can affect your investment portfolio in retirement. To acknowledge the dubious claims of “educational” and “entertainment”, I trashed the whole thing and started over. Here’s the column re-write in normal language: If things […]

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A Word About Risk | August 2016

I’m in the doghouse. If one writes for the purpose of publication, one writes to a deadline. In my case, that deadline was about a week ago. As I said, I’m in the doghouse; you won’t be surprised to find out that it is a familiar place given my self-indulgent (and self-proclaimed) witticisms. So to […]

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