Lab Employees

Financial Planning for Lab Employees

Lab Employees

Financial Planning for Lab Employees

We at Insight Wealth Strategies work very closely with lab employees in Livermore and are intimately familiar with the unique challenges lab employees face.

Our clients include both current and former Livermore lab employees, who have met with us to discuss in-depth retirement planning, monthly pension vs lump sum analysis, professional investment management, estate planning and overall financial advice.

In particular, we assisted over 200 people at the lab in 2007 with understanding all the benefits and drawbacks related to TCP1 and TCP2, allowing them to make the best decision for their particular situation. We also recently assisted lab employees in 2013 in regards to VSP.

As a result of our experience, we are very knowledgeable about the UCRP, UC’s retirement accounts (403(b), 457, DCP, CAP), TCP1, the options available regarding TCP2, plus other issues lab employees face. We have provided detailed plans to help you achieve your financial goals and/or strategic investment advice to help you make your money work more effectively.

Furthermore, we publish a free monthly newsletter that addresses the specific financial planning issues faced by lab employees. To view past issues of our monthly newsletter, please click here.

We opened an office in Livermore for our lab clients’ convenience, in addition to our headquarters in San Ramon.

To learn more about Insight Wealth Strategies, our financial planners and our financial planning services for lab employees and Livermore retirees, please call us at (800) 318-7848, or email us at info@insight2wealth.com.


Company retirement plans are subject to change. For specific plan information consult your human resource department.