Jeffrey MohlmanLifetime Navigators

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.