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TALK RADIO

Thousands of people across Florida tune in weekly to get their questions answered as Laura interviews both national and local guests. The interactive live show is topic driven and explores hard-hitting issues related to money and the economy. Laura is dedicated to helping her clients set and achieve their financial goals in life. Laura’s strong desire to provide individuals with tools to help them gain their financial security led her to join forces with the national radio group Hall Communications to create the hit radio talk show Dollars & Sense in 1990. Dollars & Sense is heard weekly on WLKF TALK 1430 on your AM dial. Listen Here

All About the Plan

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.

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Kids & Money

Parents have one of the greatest challenges out there. Money and financial wellness are crucial to ensuring your child’s future, and add to this challenge. This isn’t just about saving for tuition or investment planning — but how do you talk to your kids about money? As a parent himself, Chad Jones is no stranger to this dilemma. He’s not afraid to ask things like “what would my child say if I asked them to define what ‘rich’ means?” or “how does emotion vs. rationality affect my child’s decision making process?

Chad’s proud to provide his interesting stories, insights, and ideas for educating children about financial wellness. He’s been with Allen & Company for over 5 years, and is a certified financial planner who has also served in the U.S. Armed Forces as Finance & Accounting Officer.

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Risk & Reward

Finding the balance between saving for the future and living for today is the heartbeat of Holland Henderson. As a Florida native and a family man, Holland blogs his beliefs on matters that are close to your heart and delivers them in a caring, easy to understand, candid manner.

Holland has been in Financial Services since 2004 building relationships and providing strategic financial plans throughout Central Florida. For Holland it’s not enough to be in community, he personifies the essence of community through the development of purposeful events that are inspiring and engaging to all those involved.

He uses humor, humility, and the gift of personal life experience to share with and educate people as they navigate today’s needs and tomorrow’s dreams. How the Risk and Reward of our short and long term choices steer us along our very personal journey.

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The Millennial Message

Cynthia Marotz has been a Financial Advisor since 2003, her motto is “Let’s work to live rather than live to work!” Living a significant and impactful life requires planning and saving at EVERY age.

The Millennial audience has much to contribute for years to come. Cited, as being the generation with a wealth of exposure to resources beyond the imagination of previous generations is a real time game changer. So how does that change impact this generation in planning for their tomorrow?

Freedom and feeling good are a form of currency and we all know that time is money. Her commentary explores the world of spending vs. saving; how do I have and save, how do I stay relevant without sacrificing my future, how can I work hard AND afford to play hard? And how do I do all that while I still have my health and a youthful spirit? Thanks for following the Millennial Message to learn the fine art of working to live and planning for your future!

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News

Noteworthy and relevant information will be added here to keep you up to date with the latest at Allen & Company. Learn More

Resources

Additional resources frequently utilized by our Allen & Company Financial Advisors in their business practice are provided as a result of the relationship with our clearing house. These sources are offered for your convenience and have all been approved by our compliance department.
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