The first thing that you should do regarding this matter at hand is to know whether or not they have different strategies that they can make the most use of. Always bear in mind that whenever you are dealing with financial services firm, you have to make sure that they have a wide variety of strategies that you can use, both in bull and bear markets, to make money. You have to be as open-minded as possible when it comes to this matter at hand, click for more tips.
The next thing that you have to do is to determine the things that they are capable of doing in order to protect you against possible risk. Of course, we are aware of the fact that risk will always be present in whatever we do that is why we need something that can protect us from any potential implications that may come alongside it. Investing into something will surely make you face the risk that comes with it. For the purpose of making sure that you are protected from any possible risk that may cause you harm, it would be best for you to work with financial services firm that will show you how you can possibly protect yourself from the varying forms of risk like diversification, using sell stops as well as hedging. For more information about financial planning, click on this link: https://en.wikipedia.org/wiki/Certified_Financial_Planner.