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

07/16/2026

You've worked hard to build your savings. Now it's time to make them work harder for you.

If you have over $50,000 in investable assets, Emerj360 can help you create a personalized financial plan focused on your unique goals and retirement vision.

Let's plan for what's next.

Emerj360 was not only created to help more individuals with financial services, but also to expand financial education. ...
07/15/2026

Emerj360 was not only created to help more individuals with financial services, but also to expand financial education. Wondering when you should take Social Security? Are you saving enough to retire? We have answers to these questions and many more in our blog and video libraries, plus exclusive downloadable guides.

Join our email list for the latest updates and resources: https://go.emerj360.com/l/840393/2021-10-14/2gnp4v

07/13/2026

Your peak earning years can also be your busiest financial years.

Between preparing for retirement, supporting your family, paying down debt, and planning for future goals, it can be hard to know if you're saving enough.

In this quick video, Paige Altmann, WMS™, Financial Coach at Emerj360, shares practical savings benchmarks for your 40s and 50s, and explains why your progress matters more than comparing yourself to someone else.

Take a few minutes to check in on your financial future.

Did you catch the River City Water Ski Team at Riverfest La Crosse last weekend? What a fun way to celebrate summer and ...
07/09/2026

Did you catch the River City Water Ski Team at Riverfest La Crosse last weekend? What a fun way to celebrate summer and our community!

We're grateful for the opportunity to support organizations like the River City Water Ski Show Team—and we have to admit, it was pretty exciting to see the Emerj360-wrapped boat out on the water, too.

If you missed the Riverfest performance, you can still catch the team in action on Wednesday evenings at Airport Beach in La Crosse. Check out their full schedule here: https://loom.ly/2HLrWAc

Wondering how financially prepared you really are for what's next?The free Financial Stability Score Calculator from Eme...
07/08/2026

Wondering how financially prepared you really are for what's next?

The free Financial Stability Score Calculator from Emerj360 gives you a quick snapshot of your current financial picture, helping you better understand where you stand and where you may want to focus next.

It only takes a few minutes to complete, and the insights could help shape your future planning.

Find your Financial Stability Score (FIST®) today: https://loom.ly/-N4AA6M

Mid-year is a great time to check in on more than just your budget.Your goals, concerns, career, life circumstances and ...
07/07/2026

Mid-year is a great time to check in on more than just your budget.

Your goals, concerns, career, life circumstances and investments can all change throughout the year. Reviewing these areas with your financial professional can help ensure your financial plan continues to reflect where you are today and where you want to go.

Use these five key points to guide your next financial conversation and keep planning for what’s next.

06/30/2026

The second half of the year is the perfect time to check in on your retirement savings.

A quick review of your 401(k), IRA, or Roth IRA contributions now can help you stay on track before year-end. If you've received a raise or bonus, even a small increase in your contributions today could make a meaningful difference over time.

Watch this Financial Minute clip for simple mid-year retirement planning tips from Heather Jordan, CFP®.

Ready to take the next step? Connect with the Emerj360 team to build a strategy that fits your goals.

Your investment strategy shouldn't stay the same if your life doesn't.From your first paycheck to retirement and every m...
06/29/2026

Your investment strategy shouldn't stay the same if your life doesn't.

From your first paycheck to retirement and every milestone in between, your financial priorities naturally evolve. That's why a thoughtful investment strategy should evolve with them.

Swipe through for key considerations at every stage of your investing journey. And remember, the best strategy is one that's built around your unique goals, timeline, and comfort with risk.

Have questions about your own investment approach? The Emerj360 team is here to help.

06/29/2026

Still think you're retirement ready?

We're back with Round 2 of Retirement Fact or Fiction. Paige is tackling more common retirement myths to help you better understand what the future may hold.

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

Retirement may be getting closer, but do you feel clear on where you stand?Our Retirement Readiness Scorecard is a simpl...
06/25/2026

Retirement may be getting closer, but do you feel clear on where you stand?

Our Retirement Readiness Scorecard is a simple way to review key areas of your financial life, including savings, income planning, debt, lifestyle goals, and future expenses, so you can better understand what may need more attention before retirement.

If you’re starting to ask questions like the following, this scorecard is a great place to start:
* Am I on track to retire when I want?
* Will my savings support the lifestyle I’m planning for?
* What should I be reviewing now, before I make big retirement decisions?

Download the Scorecard Today: https://loom.ly/xkDD7dY

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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