Keep more of what you've built. Pass on more of it.
REMii Group designs tax-smart strategies for business owners, families and high-net-worth individuals, built on the principles Mark Quann teaches in his books and courses.
Be Smart Pay Zero Taxes by Mark J. Quann
What our clients come to us for
Every engagement starts with your goals, not a product. We look at what you own, what you owe and what you want to leave behind, then recommend only what fits.
Keep more of what you earn
Build a reserve you control, let it grow without an annual tax bill, and borrow from it for decades. Mark calls it a family bank.
See the strategyRetirement income you can't outlive
Turn savings into income that lasts as long as you do, with more say over when, and whether, tax is due.
See the strategyProtect your income and independence
Make sure an illness, an injury or the cost of care can't consume the income and assets your whole plan depends on.
See the strategyPass on more of what you've built
Plan a transfer that reaches your heirs and the causes you care about intact, with less tax, less delay and fewer surprises.
See the strategyFor business owners
Protect the company, keep the people who make it valuable, and plan an exit on your terms.
See the strategyHave your portfolio managed
A private conversation with Mark about having your investments professionally managed through our registered investment adviser partner.
See the strategy
The S.M.A.R.T. approach
Strategies to Maximize Assets while Reducing Taxes. The same thinking that runs through Mark's books and courses, applied to your situation.
Keep more
Choose accounts and strategies that give you control over when, and whether, tax is due, within the rules.
Borrow, don't sell
Access the value you have built without selling the assets that keep growing for you.
Pass it on
Plan a transfer that reaches your heirs and causes intact, and safeguard the income and people your plan depends on.
“After more than a decade as a Registered Representative and Investment Advisor Representative, I saw that the advice most people receive is not designed for building real wealth. REMii Group exists to bring the strategies used by the wealthy to the business owners and families who have only ever been offered average ones.”
A network, not a single advisor
Wealth touches every corner of your life. REMii Group works with a curated network of CPAs, estate planning attorneys, real estate and mortgage professionals and business consultants, and coordinates them around one plan: yours.
Prefer to learn first?
Mark teaches the principles behind every strategy here in The Perfect Portfolio courses and in his books, including Be Smart Pay Zero Taxes, which reached #1 on all of Amazon.
Begin with a private conversation
A complimentary strategy session with Mark or a member of his team. No obligation, and nothing to prepare except your questions.