Palm lined street in downtown Fort Myers florida

Todd M. Donofrio

8981 Daniels Center Drive #205
Fort Myers, FL 33912

Phone:

239-291-5038

E-mail:

tdonofrio@innovationpartnersllc.com

Welcome to Freedom Tax

Not only can you learn about our company and services, you will have access to a ton of educational material. Articles, calculators and other material is just a click away under the resources tab. If you're a current investment client you can access your accounts from our website as well. You can even sign up for a subscription to our e-newsletter.

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Bookmark our site and visit often, we are adding new material regularly.

Calculators

You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

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Newsletters

Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

Explains how future tax rules may impact deductibility of charitable donations.

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Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

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What Happens to Your Time Horizon at Retirement?

Explores how investment strategy changes once retirement begins.

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Calculators

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

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