Slash Taxes, Boost Profits & Keep More Cash—In Just 30 Minutes!

Jeffrey Mohlman is a Certified Tax Specialist and Certified Estate and Trust Specialist based in Bradenton, Florida. He graduated with honors from the University of Wisconsin-Platteville with a B.S. in Agricultural Business in 1997. Jeffrey began his career at Bayer Corporation, where he specialized in crop planning for farmers in South Dakota and Indiana. In 2016, he recognized a growing demand among business owners for strategies designed to help them keep more of their profits. As the demand for business profit maximization grew Jeffrey continued to expand his knowledge in this relatively new field. In 2020, Jeffrey founded Estate Plan Documents, a digital estate planning company designed to help individuals and families navigate estate planning—an often-overlooked necessity that became increasingly critical during the pandemic. Throughout this period, he expanded his expertise in strategic expense-reduction strategies for small to medium-sized businesses. Jeffrey is a co-founder of Lifetime Navigators, a consulting firm dedicated to helping businesses maximize profitability through strategic expense reduction and financial optimization. Lifetime Navigators empowers companies to increase profits, lower operating costs, and foster sustainable growth—allowing them to reinvest savings into expansion and job creation. With a passion for financial strategy and business growth, Jeffrey Mohlman continues to provide innovative solutions that drive long-term success for his clients.

James Johnson, CLTC, is the President and Owner of All Mark Insurance Services and has been a business owner, a mentor, and an entrepreneur for over 40 years. His core belief is only when we are learning, are we growing. As an ex-Marine and black belt in Judo, James does nothing in life he isn’t passionate about. When James is away from his office, you can usually find him enjoying activities such as playing Pickleball, surfing, skiing, and fishing. He works hard and plays hard, finding that balance in life. James is a passionate patriot who loves his country! He is thankful for all of the people who have helped him throughout his life, both personally and professionally.His continual interest in provoking thought and conversation led him to the financial industry. “Being able to help hundreds of individuals, families, and business owners achieve their goals in life not only financially, but holistically,” James states, “is a very powerful thing.” James has aligned himself with a multitude of clients and businesses who are willing to learn and take control of their future. James’ areas of expertise include retirement & estate planning and reducing the amount of taxes paid to the government. One of the strategies James teaches centers around how to best protect and grow money in the most tax advantageous, risk-free manner so his clients can enjoy the upside gains of the market without ever suffering the downside losses.James is consistently top in his field; staying educated and staying on the cutting edge of laws, regulations, and industry news. He is a member of Million Dollar Round Table (MDRT) Top of the Table, a proud Rotarian, member of NAIFA, and was a Master Elite Advisor for Ed Slott (America’s IRA Expert) for 9 years. With this vast knowledge of the financial industry, he was chosen as an expert on the “Ask the Expert” program series on AM radio in the Inland Empire. As a father of two, James implements the very strategies he teaches his clients; generating streams of income you can’t outlive, guarantees through retirement, and tax-advantaged money transfers to your children and heirs.