True, planning for life and tax stuff does seem like a more distinctly helpful service. I have no connections in the financial advisory space, but in general I'd be open to discussing this kind of idea further.
I do due to the nature of my work, but I do not feel as comfortable recommending anyone specific.
Instead, I would suggest starting by focusing on fiduciary financial advisors ( https://money.usnews.com/investing/investing-101/articles/wh... ), who have a legal duty to not recommend things that do not benefit their client. That alone may help with removing some of the unease of the referral.
