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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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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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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Investment Advertising: Sell to Fear and Greed | March 2016

I like math. Yes, I’m talking about mathematics, the subject we all took in school. I have come to the conclusion (based upon my personal observation and with no scientific process whatsoever), that people fall into two categories regarding mathematics: those that “get it” and find it easy, and those that don’t get it at […]

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Market Volatility and the Investor’s Perspective | February 2016

Last month we talked a little bit about stock market volatility, and after the last 30 days, we should probably stick with that topic. As a start, however, we absolutely must establish our perspective: Think Long Term. And long term is not a year or two, or even five or more. We are investing for […]

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