About Us

Gail Linn


Gail focuses on working with professionals and corporate executives as they plan for and transition into retirement. She helps them address 6 important stions:

– Can I afford to retire?
– What is the best age for me to start collecting social security?
– How do I position my assets to last as long as I do?
– How can I participate in market growth but protect myself from market risk?
– What do I do in case I need long term care?

Is my estate set up so that my heirs receive my assets in the most tax efficient manner?

Gail is currently Director of Development on the National Board of Women in Insurance & Financial Services (WIFS). She believes strongly in supporting the growth of women professionals in financial services and as a result of her efforts in mentoring other women, WIFS presented Gail with the 2014 Angel Award. She has also received the Circle of Excellence Award from them over the past 5 years.

Gail is one of 23 women featured in the recently published book, “Financial Services: Women at the Top”. This book provides insight from a woman’s perspective about success in the financial services industry and how to achieve it. Gail is a Lifetime qualifying member of the Million Dollar Round Table and was honored in 2013 by the online publication, Life Health Pro, as being one of the “20 Women In Insurance You Need to Know”.

Gail’s 27 years’ experience includes presenting numerous financial seminars and workshops on retirement planning to many groups and organizations including NY Women in Film & TV, NY Women in Communication, the NY Public Library Financial Literacy Center, Financial Planning Association of NY, Professional Women at MetLife, the Real Estate Board of NY and the Manhattan Chamber of Commerce.

Gail is an avid bike rider and traveler. She has raised thousands of dollars for multiple sclerosis and juvenile diabetes through her biking efforts and has enjoyed biking vacations in Provence, Loire Valley, the Pyrenees, Sonoma Valley and Cuba. She is a graduate of Hartwick College in Oneonta, NY with a BA in English and received her Certificate in Financial Planning from New York University.

Domiciled in NY