Holmen's Local Financial Planning Company

Holmen residents looking to plan for their future lean on Emerj360 financial planners to do it right. We’ve helped hundreds of couples, families, and individuals feel better prepared for their retirement, investments, and long-term financial goals. We take a holistic approach to your finances, ensuring you get the best, most custom system tailored to your needs. And we’ll educate you along the entire process so you can feel confident in your financial future.

Certified financial planners

Customized financial plans

Clear, concise communication

Knowledge Is Power

Looking to plan and invest for your future? We’re glad you found us – that’s exactly what we do!

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Who We Help

Emerj360 helps investors who have greater than $50,000 in investable assets in a wide range of scenarios, from retirees with questions about making their money last to people nearing retirement or those who need help setting the course for retirement saving. Emerj360 can also help you manage rollover options, save for something special, or just help prepare for the unexpected.

Retired -
now what?

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Retirement is in sight!

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Still
Dreaming

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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

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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