The goal of William Weimer: a New York Life Agent is to help clients & families build their financial portfolio, protect those assets during their working years, and then enable them to retire in comfort & security. Strategy: developing a sound strategic approach to managing and protecting assets throughout life. If you're a young family starting out or an established businessman looking to grow your business, we believe you'll benefit from what we do--help provide both financial guidance and an array of financial services tailored for each. So if you need help with insurance, annuities, business planning, retirement strategies, employee benefits, securities, long term care, even 529 college plans, we are ready and eager to help.