Emerj360

Retirement and Financial Planning in
La Crosse, WI

Whether you're approaching retirement, wondering if your savings are on track, or deciding what to do with an old 401(k), Emerj360 takes a 360 degree look at your finances to help simplify your next steps. Our La Crosse-based financial professionals specialize in personalized retirement and financial planning for individuals and families with $50,000+ in investable assets.

Do These Financial Questions Sound Familiar?

Am I on track to retire when I want to?

Could I retire earlier than I think?

Where will my income come from when I retire?

Do my investments still make sense?

When should I start taking Social Security?

If any of these questions sound familiar to you, we may be a great fit to help you.

Connect with Our Team

We're Here to Help you

Plan for What’s Next

You will celebrate many milestones throughout your life — buying your first house, starting a family, sending your kids to college, and planning for retirement. Emerj360, a division of Trust Point, is here to help you plan for all of life’s milestones so you can focus on simply enjoying the moment, specializing in serving those with over $50,000 in assets.

Retirement Planning Made Easy

How We Serve You

Discover how simple saving for retirement can be with our 360-degree approach to financial planning. You might be surprised at how little you need to get started!

360-Degree Financial Planning

Empowering you with a plan that helps you achieve your financial goals at any stage of life – whether you’re navigating retirement rollover options, planning for what’s next, or preparing for the unexpected.

Strategic Investment Management

Providing you with peace of mind in your investments through asset allocation, risk management, and flexible investment options.

Local Financial Professionals

Offering access to a team of local, certified financial professionals who meet with you, answer your financial and investment questions, and create a personalized plan to help you achieve your financial goals.

Personalized Financial Planning. Backed by More Than a Century of Experience.

Emerj360 is a division of Trust Point, providing you access to over a century of financial knowledge and foundational values to help you simplify and secure your future. Have over $1 Million in assets? Visit the Trust Point website for additional wealth management services.

Who We Help

Individuals

Tailored financial plans and investing strategies to fit you and your family’s goals at every stage of life.

401(k) Participants

Providing personalized guidance and one-on-one meetings to help you maximize your 401(k) benefits.

Employers

Equipping your employees with valuable education and resources, empowering them to take charge of their retirement savings.

Testimonials

Why Clients Choose Emerj360

Boosting Financial Confidence

We are in our early 50’s and are now empty-nesters. We wanted to ensure our finances were on track. The Emerj360 team created a plan that helped pull it all together for us so we can understand where we stand today and what steps to take to reach our goals now, through retirement and beyond! It’s reassuring to know we have a solid plan and a team we can call when we have questions. -Kevin

Educating 401(k) Participants

Thank you for all your knowledge and expertise in the financial words of wisdom of retirement! We appreciate all you do for our company and employees! You are valued and appreciated! Your talk was excellent! – Employer in the La Crosse, WI Area

Have a great experience with the Emerj360 team?

We'd Love to Hear From You

Leave Us A Review

Trust Point Magazine

The 7th edition of the Trust Point Magazine is here and filled with valuable insights to help you prepare for retirement, manage family finances, and approach investing with clarity. For the full edition, including in-depth perspectives from our Emerj360 team, request your complimentary copy of the complete magazine.

Downloadable Guides

At Emerj360, we have a passion for financial education. Explore our insightful blogs, videos, tools and downloadable guides that can help guide you through financial situations and provide answers to common questions.

Let’s Talk About Your Financial Plan

Start your financial journey with confidence. Connect with our local experts and build a personalized plan today.

Get Started

Retirement and Financial Planning in
La Crosse, WI

Do These Financial Questions Sound Familiar?

Plan for What’s Next