Broker Check


Theresa W. White, CCFS, ELA

Retirement Income Specialist
1593 Spring Hill Road
Suite 500
Vienna, VA 22182
301-651-7397
theresawhite@financialguide.com

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability.


Insightful. Supportive. Fun.

Click Here to Meet with Theresa
<strong>Helping women</strong><br/><strong>become financially</strong><br/><strong>better off.</strong>

Helping women
become financially
better off.

When it comes to working with my clients, I strive to empower them through a transparent and educational process. This leads them out of the fog of financial uncertainty, erasing any fear and hesitation when looking at their future. With several years of experience facilitating this transformation, I am currently working on a project to develop deeper relationships with fellow successful and driven women to create a larger community and support network for women by women to grow & learn together in confidence.


If you're within 10 or 15 years of retirement, the decisions you make now
can have a profound impact on the retirement you'll enjoy later. Where will
your retirement money come from? A sound approach involves taking a
close look at your potential retirement-income sources and talking to your
Financial Advisor. We've cataloged some useful resources below to help
you navigate the only retirement that matters – yours.


CLICK HERE TO SCHEDULE A RETIREMENT PLAN CONSULTATION


INTERACTIVE FINANCIAL RESOURCES

8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

The History of Currency

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.
Learn More
Saving for Retirement

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.
Learn More
What&#8217;s Your Investment IQ?

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Learn More
Tax & Estate Strategies for Married LGBTQ+ Couples

Tax & Estate Strategies for Married LGBTQ+ Couples

Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
Learn More

Time to schedule your annual review or spend some time examining your finances? Have a question? Fill out this form to get in touch with Theresa.

Thank you!
Oops!

I may offer insurance products from insurance companies that are unaffiliated with MML Investors Services, LLC or its affiliates. Such products are not guaranteed, endorsed or recommended by MML Investors Services, LLC, or its affiliates.