Plan for Life

We get it. Life is busy. You haven’t had the time to make a plan. That’s where we come in!

Emerj360 helps investors plan for financial milestones – college expenses, weddings, retirement.  You get online resources and access to certified professionals to help you plan, save and invest for whatever life throws your way!

People don't plan to fail, they only fail to plan.

The Emerj360 team has the answers to all the important financial questions you have.

Let us know what you are saving for and we'll provide you VIP access to our best tools and calculators!

What are you saving for?

How We Help

Our goal is not just to get you to retirement, but to get you through retirement comfortably and enjoyably!

Digital Investing

Modern online portal with easy access to your investments

Financial Planning

Empowering you to create, plan and achieve your goals

Real People

Access to a team of professionals with financial know-how

Why We Are Different

You get a fiduciary.

As fiduciaries, we always offer unbiased advice in the best interest of our clients, unlike money managers, broker-dealers or bankers. Fiduciary duty is at the core of everything we do.

You are working on a solid foundation.

Since 1913, Trust Point has helped a lot of people with a variety of financial needs – from administering trusts to important investment decisions impacting their wealth. The Emerj360 team is built on Trust Point’s foundation and encompasses the same strong core values, like integrity and an unwavering dedication to the clients and communities we serve.

The Emerj360 team can draw on the experience, expertise and knowledge gained over the past century to help you gain more confidence in your financial decisions.

You have someone here for you.

You have worked hard all your life to build your nest egg and get to this pivotal point in your life. We make it easy to get a hold of us and make a point to provide highly responsive service. You won’t be waiting days to hear back from us.

You gain power through knowledge.

Education helps our clients grasp their options more thoroughly and eases their decision making. We work as a financial coach helping you to financially plan for your future.

Emerj360 Learning Lab

Visit our resource library for tools to help you make informed financial decisions.

What are you waiting for?

We'll help you build financial security and a plan for retirement so you can enjoy life!
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