Expired

Total loan: $7,500
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Don


A loan of $7,500 helped to hire a contract employee to assist him with scheduling, office duties and meeting preparations.


Don's story

Don established Horizon Advisors as a financial services corporation in 2011. Don contracts with financial planning specialists to provide written financial action plans, asset allocation plans, financial safety plans, tax action plans and estate action plans to his clients.

Don is responsible for signing new clients and coordinating meetings with their advisors. Currently. he has 22 clients but his goal is to reach 85 clients.

He is seeking a loan of $7,500 to hire a contract employee to assist him with scheduling, office duties and meeting preparations.



Loan details

Loan length:

26 months
Disbursed date: November 13, 2012
Facilitated by Field Partner: Valley Economic Development Center, Inc. (VEDC)
Expired: December 21, 2012

Lenders and lending teams



Loan details

Loan length:

26 months
Disbursed date: November 13, 2012
Facilitated by Field Partner: Valley Economic Development Center, Inc. (VEDC)
Expired: December 21, 2012