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About Financial Cloud Works LLC

Break Analytics by Fin CW is a powerful IRA tax planning platform designed for financial advisors navigating complex retirement strategies. Our intuitive Roth conversion calculator helps model tax-efficient scenarios with real-world precision, while our SECURE Act- Compliant RMD tools simplify Inherited IRA distribution planning. Built specifically for professionals, Break Analytics integrates IRS inflation adjustments, MAGI forecasting, and multi-year conversion strategies—empowering advisors to deliver smarter Roth IRA guidance and optimize retirement outcomes. Used by RIAs, tax-focused planners, and retirement income specialists, Break Analytics is the go-to solution for advisors seeking clarity, flexibility, and confidence in their IRA planning. Take the next step toward smarter IRA planning—demo Break Analytics today.

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Leadership

The top of Financial Cloud Works LLC's org chart, with how many people report into each leader.

CD

Cathleen Davis-Whitmore

Chief Marketing Officer

Jobs at Financial Cloud Works LLC

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