Company Description

Zen Legacy in Bozeman, Montana is a licensed and insured company that provides financial planning and saving services to our clients. At Zen Legacy, we understand how important it is to implement a financial plan that is right for you and your family. With our financial services, we take the time to sit with you, talk and see what your long term and short term goals are. We discuss your lifestyle, what you ultimately want to accomplish so that we can establish what type of plan to set up for you. At Zen Legacy, we walk you through a variety of options that are open to you and fit your lifestyle and goals.