Todd M. Donofrio

8981 Daniels Center Drive #205
Fort Myers, FL 33912

Phone:

239-291-5038

E-mail:

tdonofrio@innovationpartnersllc.com

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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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.

Newsletters

Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Could Employee Ownership Be Part of Your Succession Plan?

Explains benefits of employee-stock ownership plans for succession planning.

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Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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Grocery Games: Strategies to Help Stretch Your Food Budget

Provides tips for managing rising food prices through smart shopping.

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Calculators

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Savings Accumulation

Estimate the future value of your current savings.

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