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

09/08/2026

Retirement planning comes with plenty of assumptions, but how many of them are actually true?

Paige breaks down a few common retirement myths and shares what you should know as you prepare for what’s next.

See how Emerj360 can help you build a retirement strategy with confidence.

09/04/2026

Getting retirement ready starts with having a plan for the full picture, not just your savings.

That’s the idea behind Emerj360: helping you look at your finances from every angle so you can make informed decisions about retirement and what comes next.

As you think about your retirement readiness, see how Emerj360 can help you Plan for What’s Next.

Retirement readiness is about more than knowing how much you’ve saved. It’s also about understanding how all the pieces ...
09/03/2026

Retirement readiness is about more than knowing how much you’ve saved. It’s also about understanding how all the pieces of your retirement income can work together.

Social Security can be an important part of that picture. Our 2026 Guide to Social Security can help you understand your options, key considerations and how different decisions may impact your retirement.

📘 Get your free copy and take another step toward feeling ready for retirement. https://loom.ly/aU7hW18

College costs can add up quickly, but starting early can make a difference. 🎓September is College Savings Month, a great...
09/02/2026

College costs can add up quickly, but starting early can make a difference. 🎓

September is College Savings Month, a great time to think about how you’re preparing for future education expenses. From 529 plans and scholarships to student contributions, there are several ways to build a college savings strategy that works for your family.

Swipe through for a few ways to get started and help manage future college costs.

09/01/2026

How much should you be saving for retirement? 💰

The average 401(k) participant contributes about 7.6% of their income, but is that enough? In this clip, we break down a common retirement savings target and what to consider if you’re not there yet.

This question and more are covered in our webinar, The Money Questions Everyone Has (But Few People Ask). Watch the full webinar for answers to common financial questions about retirement, Medicare, investing and more.

🎥https://loom.ly/UYGd9Ww

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...
08/31/2026

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

08/28/2026

Your financial life doesn’t stand still, and your financial plan shouldn’t either.

At Emerj360, ongoing guidance means having a team you can turn to as your goals, questions, and life evolve. See how we’re here to help you plan for what’s next.

👉 Learn more at emerj360.com

08/27/2026

Financial guidance should fit your life, not the other way around.

At Emerj360, our services are designed to help you understand where you stand, make confident financial decisions, and plan for what’s next. From financial planning and investment management to retirement guidance and more, our local team is here to help.

See how Emerj360 can support your financial journey.

👉 Learn more at emerj360.com

Is your estate plan updated? Check out the four insights below for considerations to keep in mind today.
08/25/2026

Is your estate plan updated? Check out the four insights below for considerations to keep in mind today.

08/21/2026

Your 40s and 50s are often your highest earning years, making them some of the most important years for retirement planning.

In this short video, Paige Altmann, WMS™, Financial Coach at Emerj360, explains common retirement savings benchmarks and why your personal circumstances matter just as much as the numbers.

Watch now to see how your progress compares.

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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