SWP: 168 Investing and Planning for the Future through Real Estate & More

Terry White is the owner and chief executive officer of Sunwest Trust, Inc., a financial services firm that offers real-world solutions to clients who need help with their self-directed IRA and escrow management needs. After 4 years in the title business, Terry started First Financial Escrow, Inc. Over the next few years, he also started other businesses like First Financial Equities, Inc., Asset Ventures, Inc., and First Financial Marketing, Inc. In 1997, he founded Sunwest Escrow. In 2003, it became Sunwest Trust, Inc. Aside from acting as CEO of Sunwest Trust, he was also appointed to serve on the Board of the New Mexico Finance Authority. If you need some expert guidance on your personal retirement journey, this is one episode you can’t afford to miss!