FINANCIALLY HEALTHY
SIMPLY WEALTHY.
What We Do
We seek to establish long-term, high trust client relationships by helping our clients make smart
choices about their money. We seek to understand our clients’ values and goals to help guide
them to financial success. We then build financial plans that provide a blueprint which may
include investments and insurance strategies.
Cash Flow and Investment Planning
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Life, Health and Travel insurance planning
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Retirement and Estate Planning
<br>
Group and Individual Health Benefits
About Us
Who We Are
JUDY SCHREMPF 
CERTIFIED FINANCIAL PLANNER®
Mutual Fund Advisor
Life and Health Insurance Advisor
ELLIE ORSTEN
Group Benefits Advisor
Life and Health Insurance Advisor
For more information on Individual and Group Health Benefits click here
EVA KLASSEN
Mutual Fund Licensed Assistant
Assistant
Business owners are you looking for affordable health benefits?
Want to know what we can do for you?
Step by step
How We Work
Step
Informational Meeting
We want to meet you first. It costs you nothing except some time and a pleasant visit with us to share your goals and current situation. Confidentiality is paramount to us.
Step
Discover your requirements
In order to build a solid plan, we will ask you to gather some information for us. The more detail we can gather, the more accurate we can be in the strategies we propose.
Step
Launch your future
- We will propose a plan and will execute it upon your approval.
- We will set out to meet as regularly as you desire and update you as we deem necessary. Two-way communication is vital. We want to know when circumstances in your life have changed so that we can adjust your plan accordingly.
Why Choose Us
We make it a priority to understand what is important to you.
We offer solutions, not just products.
We work for you, not one specific company.
We want to celebrate your financial success by working with you for the long-term.
With the broad skill set of our team, we are able to service diverse needs in a no-pressure environment.
Do You Need Help?
Fill out this form, and we'll setup a free consultation!
For security reasons please contact us by phone when sharing any personal of confidential information. Emails are not considered a secure means of transmitting information.
Address
Contact us
(587) 425-2995
https://www.sterlingmutuals.com/advisor/legal.html
https://www.sterlingmutuals.
https://www.sterlingmutuals.
The contents of this website does not constitute an offer or solicitation for residents in the United States or in any other jurisdiction where either Financial health Associates and/ or Sterling Mutuals is not registered or permitted to conduct business. Mutual funds provided through Sterling Mutuals Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus carefully before investing. Mutual funds are not guaranteed, their values fluctuate frequently and past performance may not be repeated.
Insurance products, and other related financial services are provided by Financial Health Associates as independent insurance agents, and are not the business of, or monitored by Sterling Mutuals Inc.
For all your disability insurance needs including critical illness insurance, contact the experts at Financial Health Associates. We don’t just offer life insurance or group health insurance plans in Lethbridge, but a suite of financial services to suit you. From group benefits to estate and investment planning we’ve got you covered.
To find out more about your options, whether it is group insurance plans, personal health plans or life insurance, or to find out about our disability insurance including critical illness insurance please browse our website. When you are ready, simply visit our contact page or give us a call. We are here in Lethbridge to help you.