Emerj360

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 suppo

rt, 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

Financial planning can feel more approachable when it’s broken down into simple steps. Check out the Emerj360 YouTube ch...
06/23/2026

Financial planning can feel more approachable when it’s broken down into simple steps. Check out the Emerj360 YouTube channel for quick videos and practical tips to help you plan with confidence.

🔗http://www.youtube.com/

06/22/2026

Think you're retirement-ready?

Not everything you hear about retirement is true. Paige is here to separate the fact from fiction so you can plan with confidence.

Want to know how these retirement realities apply to your situation? Connect with the Emerj360 team today.

06/18/2026

Even small adjustments to your 401(k) strategy can make a meaningful difference over time.

Heather Jordan, CFP®, shares three practical tips that may help you save more for retirement and stay focused on your long-term goals.

06/17/2026

What does your dream retirement look like?

More time with family? Traveling? Pursuing hobbies? Whatever retirement means to you, getting there starts with a plan.

In this Financial Minute, Heather Jordan shares a simple reminder: make sure you're contributing as much as possible toward your retirement goals today so you can enjoy the future you're working toward.

06/16/2026

The right time to roll over your account depends on your situation.

401(k) plans generally allow rollovers at key milestones like retirement, job changes, or after age 59½, while IRAs offer more flexibility.

Understanding your timing can help guide your next step.
Explore your options with our team.

06/11/2026

Unsure where to begin with your 401(k) rollover?

It's simpler than you might think. With the right steps, you can move your savings efficiently and stay aligned with your goals.

Connect with our team today to walk you through the process.

🏠National Homeownership Month is the perfect time to look beyond the listing price.Buying a home isn't just about saving...
06/10/2026

🏠National Homeownership Month is the perfect time to look beyond the listing price.

Buying a home isn't just about saving for a down payment. Closing costs, property taxes, insurance, maintenance, and unexpected repairs all play a role in the true cost of homeownership. And before you start house hunting, understanding key financial factors like your credit score and debt-to-income ratio can help you determine if you're truly ready.

A home can be a valuable long-term investment, but making sure it fits into your overall financial plan is just as important as finding the right house.

Learn more about the financial side of homeownership: https://loom.ly/qxE4FKo

Saving for college doesn't have to mean finding one perfect solution. For many families, it's about combining several sm...
06/09/2026

Saving for college doesn't have to mean finding one perfect solution. For many families, it's about combining several smart strategies over time.

Starting early, saving consistently, borrowing thoughtfully, encouraging students to contribute, and exploring scholarships can all help make higher education more manageable.

The earlier you begin planning, the more options you may have when the time comes.

Planning for the future starts with staying informed. Sign up for the Emerj360 Newsletter to receive practical financial...
06/08/2026

Planning for the future starts with staying informed.

Sign up for the Emerj360 Newsletter to receive practical financial guidance, retirement insights, and educational resources designed to help you navigate life's next chapter.

🔗 https://loom.ly/2l05-3k

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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