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

Market swings can make it tempting to react emotionally — but a strong financial plan starts with perspective, not panic...
06/01/2026

Market swings can make it tempting to react emotionally — but a strong financial plan starts with perspective, not panic.

At Emerj360, our financial coaches help clients stay grounded through a structured review process:

✔ Reconfirm your time horizon
✔ Reassess retirement income needs
✔ Evaluate current risk exposure

As fiduciaries, our focus stays on aligning your portfolio with your goals — not chasing short-term market trends.

Learn more about building a strategy designed for your future: https://loom.ly/MPYDfdQ

Money and mental health are more connected than we often realize. Stress about bills, debt, or even keeping track of acc...
05/31/2026

Money and mental health are more connected than we often realize. Stress about bills, debt, or even keeping track of accounts can take a toll.

During Mental Health Awareness Month, it's a good time to pause and check in with yourself. Sometimes, even one small financial step—like reviewing an account balance or setting up an automatic payment—might help manage your stress and bring a sense of control.

And remember: if you're struggling with mental health, reaching out to a trusted professional or support resource can make a difference.

05/29/2026

Today is National 529 Plan Day, a timely reminder to think about how you’re saving for future education expenses. In this Financial Minute, Heather Jordan shares how 529 plans work, what they can be used for, and why starting early can make a meaningful difference.

Financial planning can feel easier when you have helpful information along the way. The Emerj360 newsletter shares month...
05/28/2026

Financial planning can feel easier when you have helpful information along the way. The Emerj360 newsletter shares monthly tips, resources, and insights designed to help you make more confident decisions with your money.

✏️Sign up today: https://loom.ly/2l05-3k

Financial planning can feel more approachable when it’s broken down into simple steps. Check out the Emerj360 YouTube ch...
05/27/2026

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/

05/26/2026

National 529 Plan Day is coming up on May 29, making this a great time to think about future education costs. In this Tips Tuesday video, we’re sharing what to know about 529 plans and how they can help families save with purpose.

05/25/2026

Don’t overlook your old 401(k).

Rolling over your account can help simplify your financial picture, avoid unexpected provider changes, reduce administrative or investment costs, and keep everything aligned with your current goals.

Before making a decision, take time to understand your options.

Start the conversation with our team or learn more today.

05/22/2026

Timing matters when it comes to rollovers.

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

Understanding your timing can help you make more informed decisions.
Reach out to explore your options.

05/21/2026

Are hidden costs quietly impacting your financial progress?

In this video, Brett Sebion, Financial Coach, shares three common ways you may be losing money without realizing it and how a financial plan can help you make more confident, informed decisions.

05/18/2026

Looking to make the most of your 401(k)?

In this video, Heather Jordan, CFP®, shares three planning tips to help you build momentum and accelerate your retirement savings.

At Emerj360, we provide education and guidance designed to help you make informed decisions and move forward with confidence.

Learn more: emerj360.com/retire

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

https://www.instagram.com/emerj360/?hl=en, https://www.linkedin.com/company/emerj360, https://

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