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 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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Brexit Baloney | July 2016

“It is a tale told by an idiot, full of sound and fury, signifying nothing.” — Macbeth, Act 5, Scene 5 by William Shakespeare The “it” that Macbeth, King of Scotland, was/is referring to in Shakespeare’s play is life itself. I hope that neither you nor I are so jaded that we hold to that […]

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Investing Basics | June 2016

Well, okay then. I hear you. You want an answer re: “How should I invest my retirement account?” First, however I must offer the required disclaimer lest I run afoul of securities laws and regulations. I cannot and do not offer investment advice for anyone without discussing both their particular financial situation and goals, and […]

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Have a Budget Today So You Can Save for Tomorrow | May 2016

I promised to talk about how to invest those IRA funds last month, but I have another point I need to discuss with you first. How do we get started investing, if we have nothing but a house payment, two car payments, three credit card payments, and four kids that require more monthly maintenance that […]

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IRA Basics | April 2016

April 15th (well, actually April 18th) has come and gone this year with its tax filings, paperwork and wailing and gnashing of teeth. So before the 11th hour arrives next April, let’s get that IRA set up now. Lest you be overwhelmed, we’ll start here: an IRA is NOT a type of investment. It is […]

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