j.tally

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j.tally

Retire from HDR with confidence.

Generic retirement advice isn't enough when you have a unique 401(k) + employee stock plan, confusing tax scenarios, and no one to help make sense of it all.

Disclaimer: this site is not affiliated with HDR, the BEST Plan, or any related entity involved with the administration of the plan (e.g., Charles Schwab). This site is for general information purposes only, and nothing here should be conisdered to be investment or tax advice. Each individual's circumstances are unique, and plan details can change over time, so consult a qualified tax or investment professional before making any decisions about your personal situation.

THE BEST PLAN

Your HDR employee stock ownership plan (ESOP) may hold more value than you realize.

The HDR BEST plan (Building Employee Savings Today) is an ESOP that presents a number of choices. Choosing the right approach to your distribution — and navigating Net Unrealized Appreciation (NUA), cost basis, diversification options, timing and more — could make a meaningful difference in what you keep.

See what makes HDR's retirement plan unique.

Learn More

My name is Jacob Tally, and I'm a financial planner dedicated to working with HDR employees

My Story

My personal tie to HDR, and my design approach to building my practice.

My Process

You're probably familiar with project milestones. See how they're applied to building a financial plan.

It's more than investments, and there's no one-size-fits-all.

What's in a Plan?

Ready for a Conversation?

If you're an HDR employee looking to make the most of your BEST Plan benefits, or if you're facing a big financial decision and are looking for some help, let's talk.

Schedule a Free Consultation

The information on this site is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable. The information on this site is provided “AS IS” and without warranties either express or implied and the information may not be free from error. Your use of the information provided is at your sole risk.