Emerj360

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Emerj360 Emerj360, a division of Trust Point, provides personalized financial planning and investment guidance for individuals with $50,000+ in investable assets.

Backed by 110+ years of fiduciary experience, we help you build confidence and plan for what’s next. Emerj360 simplifies your financial choices, from optimizing your 401(k) to timing your retirement. Our dedicated experts in financial, retirement planning, and investment management, along with user-friendly online tools, save you time and stress. With comprehensive resources and personalized support, we're here when you need us. Let us craft a tailored financial plan that serves your interests.

• Retirement Planning
• Investment Guidance
• Personalized Financial Plan

10/16/2026

401(k), 403(b), Traditional IRA, Roth IRA…what’s the difference?

There are several ways to save for retirement, but understanding how each type of retirement plan works can help you make more informed decisions about your future.

For this Financial Minute Friday, Heather breaks down four common retirement savings options and what makes each one different.

Have questions about how your retirement savings fit into your overall financial plan? Connect with the Emerj360 team to start the conversation.

10/15/2026

Think you know the basics of investing? Put your knowledge to the test!

From navigating market ups and downs, to adjusting your investment strategy as retirement approaches, knowing fact from fiction can help you make more informed financial decisions.

🎥 Watch Round 1 of Fact or Fiction: Investment Basics, and stay tuned for Round 2, where Brett will put more investing myths to the test!

Want to learn more about investing and planning for your future? Visit us at Emerj360!

Basics

Are you on track to retire when you want? October is National Retirement Security Month, a great time to check in on you...
10/14/2026

Are you on track to retire when you want?

October is National Retirement Security Month, a great time to check in on your retirement savings and see how your plan is shaping up.

Whether retirement is five years away or twenty, understanding where you stand today can help you make more informed decisions for tomorrow.

Ready to see where you stand? Try our free retirement calculator to explore your retirement readiness! https://loom.ly/-FiiBjM

10/13/2026

How much should you be saving in your 40s and 50s?

These are your peak earning years — which means they’re also some of the most important years for retirement planning. In this quick breakdown, Paige Altmann, WMS™, Financial Coach at Emerj360, covers general savings benchmarks and what truly matters when balancing competing financial priorities like college funding, mortgage payments, and long-term retirement goals.

Remember: benchmarks are helpful, but a personalized plan is better.

October is National Cybersecurity Awareness Month! 🔒Protecting your financial future starts with protecting your persona...
10/08/2026

October is National Cybersecurity Awareness Month! 🔒

Protecting your financial future starts with protecting your personal information.

From creating stronger passwords to recognizing the risks of public Wi-Fi, small steps can make a big difference in keeping your information secure.

Explore these 5 simple tips to help you stay safe online and protect what matters most.

Have You RSVP'd for Next Week's Event?Join Emerj360 for Retirement Ready: Answers to Your Biggest Retirement Questions, ...
10/07/2026

Have You RSVP'd for Next Week's Event?

Join Emerj360 for Retirement Ready: Answers to Your Biggest Retirement Questions, a free, in-person education session designed to make retirement planning easier to understand.

We’ll explore some of the key considerations that can help you better understand where you stand and what to think about as retirement gets closer.

📅 October 13, 2026
⏰ 5:30–6:30 p.m.
📍 Judy Corbett Workforce Readiness Center | La Crosse, WI

Register Today: https://loom.ly/QUUEGq0

Financial questions come up at every stage of life. We’re here to help you feel more prepared for what’s next.Sign up fo...
10/05/2026

Financial questions come up at every stage of life. We’re here to help you feel more prepared for what’s next.

Sign up for the Emerj360 newsletter for practical tips and resources on:
• Retirement planning
• Saving and investing
• Financial planning
• Making confident money decisions

Helpful financial guidance, delivered right to your inbox.

🔗 https://loom.ly/zZZ5ZfA

10/02/2026

Are you making any of these common retirement planning mistakes?

Even with years of saving, a few overlooked decisions could impact your retirement goals.

For this Financial Minute Friday, Heather shares 3 common mistakes she sees people make in retirement.

Want to feel more confident about your retirement plan? Connect with the Emerj360 team to start the conversation.

10/01/2026

Fact or Fiction: Taking on more investment risk is always the best way to catch up on retirement savings.

Know the answer?

Put your retirement knowledge to the test with another round of Retirement Readiness: Fact or Fiction and see how many you get right.

09/30/2026

What does it really mean to work with a fiduciary?

A fiduciary is required to put your best interests first. But what does that look like when you’re choosing someone to help with your finances?

In this video, we break down what it means to be a fiduciary, why it matters and how this standard can help create a relationship built on transparency and trust.

At Emerj360, putting your interests first is at the heart of how we help you Plan for What’s Next.

Learn more: https://emerj360.com/about/ -responsibility

Address

230 Front Street N, Suite 100
La Crosse, WI
54601

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+18336375360

Website

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