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Financial ServicesRetirement Planning✓ Verified
Shalimar, Okaloosa County
Last verified: Wednesday, October 21, 2026
First Command Advisory Services — Shalimar Military & Retirement Planning Office
About This Organization

First Command Advisory Services' Shalimar regional office (operating under SEC-registered fiduciary Investment Adviser First Command Advisory Services, Inc., CRD #281958, SEC File #801-56942, and First Command Brokerage Services, Inc., CRD #3641) is a dedicated military-retiree, federal civil-service, and veteran wealth and retirement planning center located at 1120 North Eglin Parkway in Shalimar, Okaloosa County, Florida (ZIP 32579). Positioned less than two miles south of the Eglin Air Force Base West Gate and immediately adjacent (0.2 miles south) to the Okaloosa County Property Appraiser's main headquarters at the Okaloosa County Administration Building (1250 N Eglin Pkwy, Ste 201, Shalimar, FL 32579), the office is anchored by Certified Financial Planner™ Christopher ("Chris") Wilson, CFP® (CRD #6334698) alongside a veteran-heavy team of fiduciary advisors serving Shalimar, Poquito Bayou, Fort Walton Beach, Niceville, Valparaiso, and Mary Esther.

Purpose-built around the career lifecycle and post-service transition of America's armed forces, the Shalimar office provides specialized retirement engineering for senior officers, chief master sergeants, special operators, and DoD GS/FERS civilians retiring from Eglin Air Force Base (96th Test Wing & 33rd Fighter Wing), Hurlburt Field (Headquarters AFSOC & 1st Special Operations Wing), Duke Field (919th Special Operations Wing), and the 7th Special Forces Group (Airborne). Chris Wilson, CFP® and the Shalimar advisory team model High-3 and Blended Retirement System (BRS) DFAS retired pay, conduct side-by-side Survivor Benefit Plan (SBP) versus private life insurance survivorship comparisons, integrate tax-exempt VA disability ratings and Concurrent Retirement and Disability Pay (CRDP), and structure Thrift Savings Plan (TSP) Traditional and Roth rollover distributions.

As military families transition into permanent retirement along Choctawhatchee Bay and Garniers Bayou, the Shalimar team coordinates multi-year Roth conversion schedules and Required Minimum Distributions (RMDs) to prevent avoidable Medicare Part B and Part D IRMAA surcharges when transitioning to TRICARE For Life at age 65, complementing free NWFLAAA (PSA 1) SHINE Medicare counseling (1-866-531-8011). Located steps from the Okaloosa County Property Appraiser's Shalimar office (Mack Busbee, CFA), advisors also help retiring veterans and surviving spouses align household cash flow and property records with Florida's $50,000 Homestead Exemption, Save Our Homes (3%) assessment cap portability, the Additional $50,000 Senior Exemption (65+ at ~$37,694 2026 AGI), and total or combat-wounded disabled veteran property tax exemptions under Florida Statutes 196.081 and 196.082.

Official Verification Sources: SEC Investment Adviser Public Disclosure — First Command Advisory Services, Inc. (CRD #281958); SEC IAPD Individual Profile — Christopher Wilson, CFP® (CRD #6334698); First Command Financial Services Official Website — Shalimar, FL Location

Verified State & Regulatory Credentials
SEC Registered Investment Adviser (First Command Advisory Services, Inc.): CRD# 281958Status: Active SEC Fiduciary RIA

Issuer: Securities and Exchange Commission (SEC) / FINRA

Notes: SEC File #801-56942; fiduciary investment advisory services offered through First Command Advisory Services, Inc. (CRD #281958) and brokerage through First Command Brokerage Services, Inc. (CRD #3641) at 1120 N. Eglin Parkway, Shalimar, FL 32579.

CFP® Shalimar Military & Retirement Advisor: CRD# 6334698Status: Active CFP® Fiduciary & Investment Adviser Representative

Issuer: CFP Board / SEC / FINRA

Notes: Anchored in Shalimar by Certified Financial Planner™ Christopher ('Chris') Wilson, CFP® (CRD #6334698) with zero regulatory disclosures.

Services Offered
CFP®-Led Military & DoD Civil-Service Fiduciary Retirement Income & Financial Coaching
Eglin AFB, Hurlburt Field (AFSOC) & 7th Special Forces Group DFAS Pension & SBP Analysis
Thrift Savings Plan (TSP) Traditional/Roth Rollover & Federal FERS/CSRS Pension Integration
VA Disability Compensation, CRDP & Surviving Spouse DIC Cash-Flow & Tax Coordination
TRICARE For Life, Medicare Part B/D IRMAA Surcharge Mitigation & Long-Term Care Planning
Okaloosa County Disabled Veteran (F.S. 196.081 / 196.082) & Homestead Tax Alignment
Frequently Asked Questions

Factual details and direct answers about First Command Advisory Services — Shalimar Military & Retirement Planning Office's services, licensing, and credentials.

What fiduciary credentials and SEC registrations govern the First Command office in Shalimar?

The Shalimar office provides fiduciary investment advisory services through First Command Advisory Services, Inc. (CRD #281958, SEC File #801-56942), an Investment Adviser registered with the U.S. Securities and Exchange Commission. Local planning is anchored by Certified Financial Planner™ Christopher ('Chris') Wilson, CFP® (CRD #6334698), who is bound by both SEC fiduciary standards and the CFP Board's Code of Ethics and Standards of Conduct.

How does the Shalimar office assist retiring personnel from Eglin Air Force Base, Hurlburt Field, and 7th Special Forces Group?

Located at 1120 North Eglin Parkway in Shalimar—minutes from the Eglin AFB West Gate and Hurlburt Field (AFSOC)—the office specializes exclusively in military and federal retirement transitions. Advisors analyze DFAS High-3 and BRS retired pay, model Survivor Benefit Plan (SBP) elections and VA Dependency and Indemnity Compensation (DIC) survivorship rules, coordinate tax-free VA disability pay and CRDP, and structure Thrift Savings Plan (TSP) and FERS rollovers.

How close is the First Command Shalimar office to the Okaloosa County Property Appraiser, and how do they coordinate veteran tax benefits?

First Command's Shalimar office at 1120 North Eglin Parkway, Shalimar, Florida 32579 is located just 0.2 miles south of the Okaloosa County Property Appraiser's headquarters (Mack Busbee, CFA — 1250 N Eglin Pkwy, Ste 201, Shalimar, FL 32579). Advisors help military retirees coordinate their VA Summary of Benefits letters and retirement AGI with Florida Statutes 196.081 (100% permanently and totally disabled veteran property tax exemption), F.S. 196.082 (combat-wounded veteran discount), Florida's $50,000 Homestead Exemption, and Medicare Part B IRMAA brackets for TRICARE For Life.

Contact Information
Address
1120 N Eglin Pkwy
Hours
Mon-Fri 8:00 AM - 5:00 PM
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