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Theresa W. White, CCFS, ELA

Retirement Income Specialist
8444 Westpark Drive
Suite 900
Tysons, VA 22102
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

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!
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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.
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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.

A Meal for All Generations

A Meal for All Generations

When it comes to generational differences, knowing the facts can be difficult.
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A Look at Systematic Withdrawals

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.
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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
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Understanding Homeowners Insurance

Understanding Homeowners Insurance

Purchasing homeowners insurance is critical for protecting your home.
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.

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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.