General Inquiry 800-658-9474
401(k) Inquiry 800-458-9111
You’ve worked hard to build your retirement savings. Whether you’re preparing for retirement, changing jobs, or navigating a company acquisition, decisions about your 401(k) can feel overwhelming — but you have options. Understanding those options can help you take control of your savings and move forward with greater clarity and confidence in your financial future.
Ready to create a financial plan? Wondering if you’re on track to retire? Have 401(k) funds to rollover? Emerj360 offers financial planning and digital investing services with personalized service from our team of financial professionals when you need it. This division of Trust Point is a great option for individual investors with $50,000 – $1M in assets.
Trust Point’s wealth management offers comprehensive trust & estate services, financial planning, investment management, retirement planning, non-profit & foundation services, and corporate retirement plans.
The Trust Point Family Office is a specialized division serving the unique needs of ultra-high-net-worth individuals. No matter how complex your portfolio is, we’ll provide our experience and expertise to propose sophisticated, personalized wealth management services.
We are a relationship-based company. We take the time to fully understand you, your financial situation and goals to create a comprehensive plan that reflects your values. Our holistic approach to wealth management encompasses:
We use the most current research and best investment strategies to manage your financial assets and investments.
We have over a century of experience working as an independent, corporate trustee to administer the terms of your estate plan.
Our professionals work to optimize your retirement horizon.
Our year-round professionals work to minimize your tax liability and execute the best strategies for you.
We provide guidance on transferring your business to family members or others.
Our CERTIFIED FINANCIAL PLANNERS® develop a summary of your current financial situation and create a plan to meet your goals.
We can help you make charitable gifts that work in your best interest or help establish and administer your family foundation to reach your philanthropic goals.
What do you want life to look like when the pace finally slows? Defining that vision is the first step toward making it a reality. Take our Retirement Lifestyle quiz to discover which retirement lifestyle fits you best: Explorer, Connector, Steward, or Seeker.
