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

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 ensure 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.

(Don't worry, we'll never share your info with anyone! We're also not going to flood you with annoying ads, we're just going to send you two free chapters from Mark Quann's book, Top 10 Ways to Avoid Taxes!)

Name (aka, what do we call you?)

Please specify an answer

E-mail Address

Please specify an answer

Are you a:

Man

Woman

Non-Binary

Prefer not to answer

What's your age range?

Under 24 years old

25 - 44 years old

45 - 59 years old

60+ years old

None of your business!

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

Let's jump right in and see!

What's Your Current Income Range? (Don't worry, this helps us recommend the best course for you!)

Total approximate household income from all sources (salary, passive income, pensions, disability, etc.)?

Under $75,000 per year

$75,000 to $150,000 per year

$150,000 to $300,000 per year

Over $300,000 per year

I'm already retired and living off my savings

Which version of The Perfect Portfolio is right for you?

Let's jump right in and see!

Now we know a bit about you, so let's hear about your financial situation and goals.

Let's see what your Financial IQ is, so we know how much you need to learn (or un-learn, in a lot of cases!).

How well do you think you understand how money REALLY works? Can you create money at will?

I don't have a clue. Teach me!

I save money and get good credit. I like making money for the mega-banks.

I always use OPM in my investing. If I can't use OPM, it's not worthy my time and money.

I think I'm a sophisticated investor.

Which version of The Perfect Portfolio is right for you?

Let's jump right in and see!

Now we know a bit about you, so let's hear about your financial situation and goals.

Let's see what your Financial IQ is, so we know how much you need to learn (or un-learn, in a lot of cases!).

How well do you think you understand how money REALLY works? Can you create money at will?

I don't have a clue. Teach me!

I save money and get good credit. I like making money for the mega-banks.

I always use OPM in my investing. If I can't use OPM, it's not worthy my time and money.

I think I'm a sophisticated investor.

Which version of The Perfect Portfolio is right for you?

Let's jump right in and see!

What Are Your Big Financial Dreams? (We’re here to help you achieve them!)

What is your long-term goal and reason for wanting to improve your Financial IQ?

I want to actually retire, and not be a "McSenior" or store greeter working until the day I die.

I want to have a better quality of life in my retirement and enjoy my "golden years", rather than having to watch my pennies to make sure I don't go broke.

I want to build more wealth and assets, and pass them on to my heirs without taxes stealing half of it.

Uh, I don't know. Make more money, I guess?

Which version of The Perfect Portfolio is right for you?

Let's jump right in and see!

What Are Your Big Financial Dreams? (We’re here to help you achieve them!)

What is your long-term goal and reason for wanting to improve your Financial IQ?

I want to actually retire, and not be a "McSenior" or store greeter working until the day I die.

I want to have a better quality of life in my retirement and enjoy my "golden years", rather than having to watch my pennies to make sure I don't go broke.

I want to build more wealth and assets, and pass them on to my heirs without taxes stealing half of it.

Uh, I don't know. Make more money, I guess?

I want to upgrade to a bigger/better private jet.

Which version of The Perfect Portfolio is right for you?

Let's jump right in and see!

When Would You Love to Start Living the Retirement of Your Dreams? (Let's make it happen!)

How soon do you want to retire?

Over 20 years from now

Over 10 years from now

Under 10 years from now

I've never going to be able to retire, I'm going to work until I die

Which version of The Perfect Portfolio is right for you?

Let's jump right in and see!

When Would You Love to Start Living the Retirement of Your Dreams? (Let's make it happen!)

How soon do you want to retire?

Over 20 years from now

Over 10 years from now

Under 10 years from now

I guess I'll retire whenever I get bored of working.

Which version of The Perfect Portfolio is right for you?

Let's jump right in and see!

How Much Have You Already Saved for Retirement? (This helps us tailor the best plan for you!)

How much do you currently have in retirement accounts, IRAs, 401(k)s, bank or credit union accounts, and investment accounts?

Under $100,000

$100,000 to $299,999

$300,000 to $1,000,000

Over $1,000,000

Which version of The Perfect Portfolio is right for you?

Let's jump right in and see!

How Much Have You Already Saved for Retirement? (This helps us tailor the best plan for you!)

How much do you currently have in retirement accounts, IRAs, 401(k)s, bank or credit union accounts, and investment accounts?

Under $100,000

$100,000 to $299,999

$300,000 to $1,000,000

Over $1,000,000

Which version of The Perfect Portfolio is right for you?

Let's jump right in and see!

How Much Have You Already Saved for Retirement? (This helps us tailor the best plan for you!)

Under $100,000

$100,000 to $299,999

$300,000 to $1,000,000

Over $1,000,000

Which version of The Perfect Portfolio is right for you?

Let's jump right in and see!

You're Almost There! 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!

Which version of The Perfect Portfolio is right for you?

Let's jump right in and see!

You're Almost There! 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!

Which version of The Perfect Portfolio is right for you?

Let's jump right in and see!

Great! Based on your answers, here’s the course that’s the best fit for you.

But before we dive into the details, keep an eye on your inbox! As a thank you for completing the form, we’re sending you two free chapters from Mark Quann’s book, Top 10 Ways to Avoid Taxes. If you don’t see it within 48 hours, be sure to check your spam folder — it’ll be coming from markquann@theperfectportfolio.com.

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

Available online anytime 24/7. Over 15 hours of educational videos. Additional lessons, references, book excerpts, videos, and knowledge quizzes. Includes discounts for The Perfect Portfolio invitation-only events and seminars, and discounts for one-on-one mentoring sessions (limited availability).

ON SALE THROUGH 12/31/2024 FOR ONLY $799 ($899 Regular Price)

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!

Great! Based on your answers, here’s the course that’s the best fit for you.

But before we dive into the details, keep an eye on your inbox! As a thank you for completing the form, we're sending you two free chapters from Mark Quann’s book, Top 10 Ways to Avoid Taxes. If you don’t see it within 48 hours, be sure to check your spam folder—it’ll be coming from markquann@theperfectportfolio.com.

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: Enroll by December 31, 2024, for Just $23,995 (Regular Price $24,995).

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

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

Which version of The Perfect Portfolio is right for you?

Let's jump right in and see!

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: Enroll by December 31, 2024, for Just $23,995 (Regular Price $24,995).

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

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.

ON SALE THROUGH 12/31/2024 FOR ONLY $2,195 ($2,495 Regular Price)

PLEASE NOTE: The current 8-week Course started 8/7/2024, so late enrollees will be sent all recordings to-date, and will join the live classes for the rest of the course.

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

Available online anytime 24/7. Over 15 hours of educational videos. Additional lessons, references, book excerpts, videos, and knowledge quizzes. Includes discounts for The Perfect Portfolio invitation-only events and seminars, and discounts for one-on-one mentoring sessions (limited availability).

ON SALE THROUGH 12/31/2024 FOR ONLY $799 ($899 Regular Price)

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

Let's jump right in and see!

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

Let's jump right in and see!

Which version of The Perfect Portfolio is right for you?

Let's jump right in and see!

Which version of The Perfect Portfolio is right for you?

Let's jump right in and see!

Which version of The Perfect Portfolio is right for you?

Let's jump right in and see!

Which version of The Perfect Portfolio is right for you?

Let's jump right in and see!

Which version of The Perfect Portfolio is right for you?

Let's jump right in and see!

Which version of The Perfect Portfolio is right for you?

Let's jump right in and see!

Which version of The Perfect Portfolio is right for you?

Let's jump right in and see!

Which version of The Perfect Portfolio is right for you?

Let's jump right in and see!

Which version of The Perfect Portfolio is right for you?

Let's jump right in and see!

Which version of The Perfect Portfolio is right for you?

Let's jump right in and see!

You're Almost There! 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!

Which version of The Perfect Portfolio is right for you?

Let's jump right in and see!

You're Almost There! 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!

Which version of The Perfect Portfolio is right for you?

Let's jump right in and see!

Great! Based on your answers, here’s the course that’s the best fit for you.

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

Available online anytime 24/7. Over 15 hours of educational videos. Additional lessons, references, book excerpts, videos, and knowledge quizzes. Includes discounts for The Perfect Portfolio invitation-only events and seminars, and discounts for one-on-one mentoring sessions (limited availability).

ON SALE THROUGH 12/31/2024 FOR ONLY $799 ($899 Regular Price)

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!

Great! Based on your answers, here’s the course that’s the best fit for you.

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: Enroll by December 31, 2024, for Just $23,995 (Regular Price $24,995).

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

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

Which version of The Perfect Portfolio is right for you?

Let's jump right in and see!

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: Enroll by December 31, 2024, for Just $23,995 (Regular Price $24,995).

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

The Perfect Portfolio Live Course

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

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