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Which version of The Perfect Portfolio course is right for you?

Let's jump right in and see!

Thank you for taking the time to explore The Perfect Portfolio course. We’re excited to guide you on this journey toward financial mastery. 


Before we dive in, we’d like to get to know you a little better. Understanding who you are helps us tailor the course to your unique needs and ensures you get the most out of your experience. Let’s start with a few quick questions to help us get to know who you are, and then we'll dive into getting a clearer picture of where you are on your financial journey.


(As a thank you for taking the time to take this quick quiz we're going to send you two free chapters from Mark Quann's best-selling book Top 10 Ways to Avoid Taxes!) 

So, what do we call you?

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Proven Wealth-Building Strategies

Learn top strategies like Buy, Borrow, Die to grow wealth and reduce taxes

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Learn from Industry Experts

Gain exclusive knowledge from experts like best-selling author Mark Quann, tax specialists, and hedge fund managers

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Community and Continued Support

Connect with alumni, join live discussions, and access ongoing educational sessions for lasting growth

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Tailored Course Options for Every Level

Choose from various courses to fit your financial background and goals, from self-paced learning to interactive Mastermind sessions.

Who is your lead instructor, Mark Quann?

Mark Quann is the founder and CEO of The Perfect Portfolio, a division of REMii Group, Inc. Raised in a blue-collar family, with a father who was a brick mason and a stay-at-home mom, Mark’s drive to understand wealth started young, earning him the nickname "Money Mark" for his early question: "How do I make money?" Mark spent over two decades mastering finance, with 13 years as an Investment Advisor Representative. Today, he’s a best-selling author and financial educator, teaching others how to avoid taxes and build wealth. His life’s work is built on hard-learned lessons, with a commitment to empowering others through strategies used by the ultra-wealthy. Mark lives and works in Knoxville, TN.

How proven are the strategies in The Perfect Portfolio course?

The strategies in The Perfect Portfolio are highly proven, drawn from decades of real-world experience and rooted in techniques used by the ultra-wealthy and major financial institutions to build and protect wealth for over a hundred years. These methods are time-tested, focusing on tax optimization, asset growth, and advanced investment strategies like Buy, Borrow, Die—a tactic utilized by billionaires to maintain wealth across generations. Your instructors, experienced financial educators, share insights developed through years of hands-on experience, making these strategies accessible and actionable for students aiming for lasting financial freedom.

How long has this course been taught, and how many people has it helped?

The Perfect Portfolio has been taught for almost five years, reaching hundreds of students who have used its strategies to enhance their financial positions and work toward financial freedom. The course has evolved through the instructors' combined decades of experience, consistently helping students leverage advanced wealth-building and tax-saving techniques. The goal has always been to help create one million new millionaires and help millions of students to retire earlier and better than they ever thought possible, and we're well on the way to doing so!

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@fname1, which version of The Perfect Portfolio course is right for you?

What's Your Current Age? 

(Don't worry, @fname1, we won't tell anyone, it'll be our little secret. Shh!) 

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We ask for age to tailor our course recommendations based on where individuals might be in their financial journey, helping align the course content with their stage in wealth-building or retirement planning. Younger participants may benefit from foundational investment and wealth-growth strategies, while those closer to retirement often focus on advanced tax-saving and legacy-preservation tactics. This ensures that each student receives the most relevant and impactful guidance for their unique financial goals.

@fname1, which version of The Perfect Portfolio course is right for you?

What's Your Current Income Range?

(We promise we won't tell the IRS, @fname1...)

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Knowing a student's income helps tailor the course selection to their financial situation, ensuring they get the most relevant and beneficial guidance. For example, someone with a higher income, like the $800K earner in the live course, may benefit more from advanced strategies in the Mastermind course, which covers more complex tax strategies, advanced leverage options, and connections with high-level advisors.

For those with a more moderate income or asset level, the standard live course or Learn-at-Your-Own-Pace option might be a better fit, offering foundational strategies and core wealth-building principles without delving into higher-level tactics. Matching students to the course level that aligns with their income and assets helps maximize their learning experience and potential results.

Which version of The Perfect Portfolio is right for you, @fname1?

What Are Your Big Financial Dreams? 

(We’re here to help you achieve them, @fname1!)

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No pinching pennies
Build more wealth
Make more money

@fname1,we ask about your big financial dreams because they’re the driving force behind everything you’re working toward! Whether it’s retiring early, building wealth for your family, or creating a life of freedom and security, knowing your dreams helps us tailor the course experience to match what matters most to you. By focusing on strategies that align with your vision, we make sure every step you take brings you closer to what you truly want. Plus, sharing those big goals sets the stage for real transformation—and it’s always inspiring to talk about the future you’re building!

Which version of The Perfect Portfolio is right for you?

What Are Your Big Financial Dreams? 

(We’re here to help you achieve them, @fname1!)

McSenior
No pinching pennies
Build more wealth
Make more money

@fname1,we ask about your big financial dreams because they’re the driving force behind everything you’re working toward! Whether it’s retiring early, building wealth for your family, or creating a life of freedom and security, knowing your dreams helps us tailor the course experience to match what matters most to you. By focusing on strategies that align with your vision, we make sure every step you take brings you closer to what you truly want. Plus, sharing those big goals sets the stage for real transformation—and it’s always inspiring to talk about the future you’re building!

Which version of The Perfect Portfolio is right for you?

When Would You Love to Start Living the Retirement of Your Dreams, @fname1? 

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We ask about your ideal retirement timeline so we can help you learn how to design a plan that aligns perfectly with your goals. Whether you're aiming to retire early or want to feel fully prepared when the time comes, knowing your timeline allows us to tailor the course content to your journey. At the end of the day, @fname1, this isn’t a one-size-fits-all course—it’s designed to support your unique vision, combining proven wealth-building strategies with retirement planning insights that suit your goals and timeline. Everything you’ll learn, from investment approaches to tax-saving tactics, ties directly into helping you reach retirement on your terms. By the end, you'll feel confident and equipped with the skills and insight to create a personalized plan to achieve the future you envision.

Which version of The Perfect Portfolio is right for you?

When Would You Love to Start Living the Retirement of Your Dreams, @fname1? 

My image

We ask about your ideal retirement timeline so we can help you learn how to design a plan that aligns perfectly with your goals. Whether you're aiming to retire early or want to feel fully prepared when the time comes, knowing your timeline allows us to tailor the course content to your journey. At the end of the day, @fname1, this isn’t a one-size-fits-all course—it’s designed to support your unique vision, combining proven wealth-building strategies with retirement planning insights that suit your goals and timeline. Everything you’ll learn, from investment approaches to tax-saving tactics, ties directly into helping you reach retirement on your terms. By the end, you'll feel confident and equipped with the skills and insight to create a personalized plan to achieve the future you envision.

Which version of The Perfect Portfolio is right for you?

Okay, @fname1, we're making progress. Now, how much have you saved for retirement? 

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@fname1, we’re asking about how much you’ve saved for retirement so we can meet you exactly where you are in your journey. Since you’re starting early, you have the advantage of time on your side—giving you more opportunities to grow your wealth and make steady progress toward your goals. Whether you’re just beginning to build your nest egg or already have some savings, there’s no judgment—only support. Understanding your starting point allows us to tailor the course with strategies that fit your timeline, helping you maximize your resources and stay on track for the retirement you envision. Starting now puts you in a strong position to create a future you’ll feel confident about.

Which version of The Perfect Portfolio is right for you?

Let's jump right in and see!

Okay, @fname1, we're making progress. Now, how much have you saved for retirement? 

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@fname1, we’re asking about how much you’ve saved for retirement so we can meet you exactly where you are. If you’re working hard but haven’t had the chance to save as much as you'd like, or if retirement feels like a distant dream, there’s no judgment here—only support. We designed this course to help you make real progress, no matter your starting point. By understanding your current situation, we can tailor our strategies to provide practical, achievable steps to help you retire sooner and with more confidence. Our goal is to empower you to make the most of what you have, so you can look forward to a retirement you truly deserve.

Which version of The Perfect Portfolio is right for you?

Okay, @fname1, we're making progress. Now, how much have you saved for retirement? 

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@fname1, we’re asking about how much you’ve saved for retirement so we can help you leverage your strong financial foundation to its fullest potential. With a high income and net worth, you have unique opportunities for growth and tax efficiency that can elevate your retirement planning to new levels. By understanding your current situation, we can tailor the course with advanced strategies and insights that align with your wealth goals, ensuring each lesson provides you with actionable ways to maximize your assets. With your momentum and resources, we’re here to help you strategize for a retirement that not only secures your lifestyle but also builds lasting wealth.

Which version of The Perfect Portfolio is right for you?

You're Almost There, @fname1! Ready to Discover the Perfect Path to Your Financial Future?


Click the Button Below to Reveal the Course That’s Tailored Just for You—Let’s Get Started on Your Journey to Financial Freedom!

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Which version of The Perfect Portfolio is right for you?

You're Almost There, @fname1! Ready to Discover the Perfect Path to Your Financial Future?


Click the Button Below to Reveal the Course That’s Tailored Just for You—Let’s Get Started on Your Journey to Financial Freedom!

My image

Which version of The Perfect Portfolio is right for you?

Awesome news, @fname1! Based on your answers, we’ve got the perfect course lined up for you.


But before we jump into the details, keep an eye on that inbox! As a thank you for filling out the form, I’m sending over two free chapters from my book, Top 10 Ways to Avoid Taxes. If you don’t see it within 48 hours, be sure to check the spam folder—look for markquann@theperfectportfolio.com.

Alright, @fname1, drumroll, please… 

The Perfect Portfolio Learn-at-Your-Own-Pace Pre-Recorded Course is our top recommendation for you. 

Here’s what you’re getting: over 14 hours of educational videos you can watch anytime, anywhere. You’ll also have access to additional lessons, references, book excerpts, quizzes to keep you on track, and our vibrant online community of students, alumni, and instructors. 

Plus, you’ll get: exclusive discounts on our invitation-only events, seminars, and even on one-on-one mentoring sessions (limited availability, so jump in when you can!). And, if you’re ever ready to upgrade to the Live or Mastermind courses, you’ll get a sweet discount for that, too.

LIMITED TIME SALE FOR ONLY $599 

(That’s over 30% off the $899 regular price! Or choose 4 easy payments of only $149.75!)

Ready to kick-start your journey, @fname1? Let's do this!

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If you want to learn more about the other versions of The Perfect Portfolio Course, click the button below.

Which version of The Perfect Portfolio is right for you?

Let's jump right in and see!

Awesome news, @fname1! Based on your answers, we’ve got the perfect course lined up for you.


But before we jump into the details, keep an eye on that inbox! As a thank you for filling out the form, I’m sending over two free chapters from my book, Top 10 Ways to Avoid Taxes. If you don’t see it within 48 hours, be sure to check the spam folder—look for markquann@theperfectportfolio.com.

Alright, @fname1, drumroll, please… 

The Perfect Portfolio Mastermind Course is our top recommendation for you. 

This exclusive course offers everything included in both the Learn-at-Your-Own-Pace Pre-Recorded Course and the Live Course, but with so much more:

Small-Group Discussions: Engage in intimate conversations and deep dives with industry leaders, including hedge fund managers, ETF developers, financial industry thought leaders, top attorneys, CPAs, and CFPs.

Exclusive Networking Opportunities: Connect with the visionaries behind some of today’s most innovative financial products and services. Past guests include the CEOs of Yieldmax, Zega Financial, M1 Finance, and NEOS.

Advanced Services & Lifetime Benefits: Enjoy coordinated introductions to advanced management and planning services, and gain lifetime free admission to The Perfect Portfolio Advanced Seminars and Mastermind Seminars.

Direct Access to Experts: Receive personalized guidance, instruction, and extensive one-on-one mentoring from Mark Quann and our top instructors, ensuring you get the most out of your investment.

Limited Availability: Only 8 spots are still available for this class, so don’t miss out! (Max enrollment of 15 students per class.)

Money Back Guarantee: We're so sure you'll be blown away by the value in this course, we offer a no-questions asked money back guarantee.

LIMITED TIME SALE FOR ONLY $23,995 

(That’s over $1,000 off the $24,999 regular price!)

Ready to kick-start your journey, @fname1? Let's do this!

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If you want to learn more about the other versions of The Perfect Portfolio Course, click the button below.

What are the different versions of The Perfect Portfolio Course?

The Perfect Portfolio Mastermind Course

Unlock Unparalleled Access and Expertise with The Perfect Portfolio Mastermind Course


This exclusive course offers everything included in both the Learn-at-Your-Own-Pace Pre-Recorded Course and the Live Course, but with so much more:


Small-Group Discussions: Engage in intimate conversations and deep dives with industry leaders, including hedge fund managers, ETF developers, financial industry thought leaders, top attorneys, CPAs, and CFPs.

Exclusive Networking Opportunities: Connect with the visionaries behind some of today’s most innovative financial products and services. Past guests include the CEOs of Yieldmax, Zega Financial, M1 Finance, and NEOS.

Advanced Services & Lifetime Benefits: Enjoy coordinated introductions to advanced management and planning services, and gain lifetime free admission to The Perfect Portfolio Advanced Seminars and Mastermind Seminars.

Direct Access to Experts: Receive personalized guidance, instruction, and mentoring from Mark Quann and our top instructors, ensuring you get the most out of your investment.

We Guarantee This Course Will Deliver 10x the Value of Your Investment.


Special Offer: LIMITED TIME SALE for Just $23,995 

($1,000 Off the Regular Retail Price of $24,995).


Limited Availability: Only 15 spots are available per class (8 spots currently available), so don’t miss out!

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The Perfect Portfolio Live Course

Includes everything from the Learn-at-Your-Own-Pace Pre-Recorded Course, plus 8 2 hour-long LIVE Zoom sessions, AND a one-on-one Zoom mentoring session with best-selling author Mark Quann. Enrollment limited to 50 students per class. 


LIMITED TIME SALE FOR ONLY $2,195 

($300 Off the $2,495 Regular Retail Price)


PLEASE NOTE: The current 8-week Live Course is currently paused through 12/31/2024, so new enrollees will immediately be sent all recordings to-date, will get to schedule a free one-on-one mentoring and learning session with Mark Quann, and will join the live classes for the rest of the course in Q1 2025.

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The Perfect Portfolio Learn-at-Your-Own-Pace Pre-Recorded Course


Available online anytime 24/7. Over 14 hours of educational videos. Additional lessons, references, free book excerpts, videos, knowledge quizzes, AND free access to the online Perfect Portfolio community of instructors, alumni, and current students. Includes discounts for The Perfect Portfolio invitation-only events and seminars, and discounts for one-on-one mentoring sessions (limited availability).


LIMITED TIME SALE FOR ONLY $599 

(OVER 33% Off the $899 Regular Retail Price, 

or 4 easy payments of only $149.75!)


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