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

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.

08/20/2026

Have you been wondering about the answers to some of these common financial questions lately? You’re not alone.

Get a sneak peek at a few of the questions we’ll cover during our upcoming free webinar. Brett Sebion, Paige Altmann, WMS™, and Jennifer Gander, CFP®, CPA, will share practical insights to help you feel more confident about your financial future and plan for what’s next.

📅 Tuesday, August 25
🕛 12–12:45 p.m. CT

Register today!🔗 https://loom.ly/fKx_7wA

08/19/2026

Retirement readiness isn’t just about how much you have in your retirement accounts. It’s about your whole financial picture.

Having savings set aside for the unexpected can help you handle life’s surprises without disrupting the progress you’re making toward longer-term goals.

And building that cushion doesn’t have to happen all at once. Even $20 a week adds up to more than $1,000 over the course of a year.

As you think about retirement, take a look at your financial foundation, too. Are you prepared for both what you’re planning for and what you’re not?

Have a financial question you’ve been curious about? Others likely have the same question!Join us for a free webinar whe...
08/18/2026

Have a financial question you’ve been curious about? Others likely have the same question!

Join us for a free webinar where Brett Sebion, Paige Altmann, WMS™, and Jennifer Gander, CFP®, CPA will answer common financial questions and share practical guidance to help you plan for what’s next.

📅 Tuesday, August 25
🕛 12–12:45 p.m. CT

There’s still time to register! Save your spot: https://loom.ly/fKx_7wA

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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