About Bob Gottschling

Bob Gottschling is a Private Wealth Advisor with Sagemark Consulting / Lincoln Financial Advisors. He specializes in sophisticated corporate retirement plan design and service as well as personal planning. His focus is on asset accumulation and preservation strategies with corporate retirement plans being his specialty. Key facets of his practice include the ability to work with all types of qualified and non-qualified plans, providing a high level of service and support to successful businesses. He also works with individuals on crafting sophisticated wealth accumulation and preservation strategies.

Bob has worked with a wide variety of successful businesses and individuals for over 30 years. His clients include businesses located in the greater Washington DC area as well as clients up and down the eastern seaboard. Bob also serves as a retirement plans consultant to other advisors throughout the country.

Bob has developed a highly client-centric service model to use with retirement plan clients. Recognizing the challenges businesses face in this arena, he has become an advocate for his qualified and non-qualified plan clients in the following areas:  

  • Identification of client requirements for retirement plans
  • Investment reviews and investment program analysis
  • Risk Management
  • 401(k) and qualified plan platform selection
  • Plan sponsor work process coordination
  • Customer service improvement programs for retirement plans
  • Talent retention improvement strategies via variable & deferred Pay
  • Personal endowment and investment planning
  • Insurance and asset protection planning
  • Wealth Preservation and income tax reduction strategies

Bob lives with his wife in Northern Virginia and is celebrating over 30 years with Sagemark Consulting.
 

Sagemark Consulting/ Lincoln Financial Advisors 
8219 Leesburg Pike, Suite 200 ♦ Vienna, Virginia 22182
 (703) 749-5048 ♦ Robert.Gottschling@LFG.com 
 

Bob Gottschling, ChFC  is a registered representative offering securities through Lincoln Financial Advisors Corp., a broker/dealer. Advisory services offered through Sagemark Consulting, a division of Lincoln  Financial Advisors.